Create a Brevo company record from a Jira project launch
When a customer project opens in Jira, let Notis create its company record in Brevo from the supplied company details.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create a company
This tool allows you to create a new company in your brevo account.
Why this helps
Customer project setup can leave the CRM record waiting for someone to enter the same company information again.
- Reduce duplicate data entry during customer project setup.
- Keep a CRM company record aligned with a new project handoff.
- Make missing company details visible before relying on the new record.
Setup
Build it in a few focused steps.
- 1Connect Jira and Brevo once in the Notis portal.
- 2Create an automation for new customer or partner projects.
- 3Tell Notis to create a Brevo company using company details present in the project request or supplied context.
- 4Pick Jira New Project as the trigger and choose where run reports should go.
- 5Test with one real project that includes company details.
Questions about this workflow
Does a Jira project always contain company details?
No. This workflow is useful when the project or available context includes the company information needed by Brevo. Missing details must be supplied.
Does it create a Jira project?
No. Jira New Project is the trigger. The action creates a company record in Brevo.
What if the company already exists?
The listed action creates a company and does not describe duplicate detection. Check for an existing record first or provide an instruction and process that avoids duplicate creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Brevo. A trigger fires from one place; an action lands in another.
Jira triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
This tool allows you to create a new company in your brevo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create SMS Campaign
This tool allows you to create a new sms campaign in brevo. you can specify the campaign name, sender, content, recipients (by providing list ids, exclusion list ids, or segment ids), and optionally schedule the campaign for a specific time. you can also enable unicode characters, add an organization prefix, and include unsubscribe instructions.
New Project
Triggered when a new project is added in Jira
Delete a company
Deletes a company from brevo using its unique identifier.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Delete Contact
Deletes a contact from brevo using its unique identifier.
Delete Email Template
This tool deletes an inactive email template from brevo. you need to provide the 'templateid' of the email template you want to delete. only inactive templates can be deleted.
Delete SMS Campaign
This tool deletes an existing sms campaign.
Find Contact
This tool checks if a contact exists in brevo. it searches for a contact using either an email address or mobile number, with the email being prioritized if both are provided.
Connect any two apps with Notis in the middle.
Jira and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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