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Notis

Create a Brevo Company from a WhatsApp Inquiry

Capture promising company leads while the conversation is fresh.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Create a company

This tool allows you to create a new company in your brevo account.

Why this helps

Company details shared in chat are easy to lose before they become structured CRM context.

  • Capture company context at the source
  • Reduce manual CRM entry
  • Create a clean handoff for follow-up

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Brevo once in the Notis portal.
  • 2Create an automation for qualified WhatsApp inquiries.
  • 3Tell Notis to extract a company name and available details, then create a Brevo company only when the evidence is sufficient.
  • 4Choose New WhatsApp Message Received as the trigger and select a report channel.
  • 5Test with one inquiry that includes company information.

Questions about this workflow

What happens when the message lacks a company name?

Notis reports the missing information instead of inventing a company record.

Can it create a company for every message?

You define the qualification instruction, so routine personal messages can be excluded.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Brevo. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Brevo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create a company

This tool allows you to create a new company in your brevo account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

Delete a company

Deletes a company from brevo using its unique identifier.

ActionInstant

Delete Contact

Deletes a contact from brevo using its unique identifier.

ActionInstant

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.

ActionInstant

Delete SMS Campaign

This tool deletes an existing sms campaign.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Brevo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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