Keep Brevo account and plan details in view
Ask Notis to gather the account information you need for routine planning and operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Information
This tool retrieves information about the brevo account, including account holder's email, first name, last name, company name, and address, as well as details about the current plan such as type, credits, start date, and end date.
Why this helps
Account and plan details are rarely top of mind until credits, renewal timing, or company information needs attention.
- Bring account details into a regular review
- Make plan information easier to locate
- Reduce time spent searching account settings
Setup
Build it in a few focused steps.
- 1Connect Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction which account and plan details to retrieve and report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check the returned account information.
Questions about this workflow
Can this change the Brevo plan?
No. The action only retrieves account information, including account details and available plan information.
Does the action expose plan credits and dates?
The available description says account information includes plan type, credits, start date, and end date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brevo. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete a company
Deletes a company from brevo using its unique identifier.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Contact
Deletes a contact from brevo using its unique identifier.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete SMS Campaign
This tool deletes an existing sms campaign.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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