Ground new Trello boards in current Brevo company data
Open a new project with the account context already available to your team.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
List All Companies
This action retrieves a list of all companies stored in the brevo crm. it supports pagination and filtering by name and other attributes.
Why this helps
New initiatives start without a shared view of which Brevo companies are already known.
- Provides immediate account context
- Reduces repeated CRM searches
- Helps teams plan against known companies
Setup
Build it in a few focused steps.
- 1Connect Trello and Brevo once in Notis.
- 2Create an automation that retrieves Brevo companies relevant to the new board's purpose.
- 3Pick Trello New Board Trigger for the workspace.
- 4Choose where run reports should go.
- 5Test by creating one planning board and reviewing the returned company list.
Questions about this workflow
Does this create companies in Brevo?
No. It retrieves existing company records for context.
Can the result be filtered?
Notis can use the board context to request relevant filtering when Brevo supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Brevo. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
Delete a company
Deletes a company from brevo using its unique identifier.
New Board Trigger
Triggered when a board is created in the specified workspace
Delete Contact
Deletes a contact from brevo using its unique identifier.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brevo.