Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Reportei
Trigger: Watch Automation Executed
Brevo
Action: Select an action
1. Select a trigger
  • Triggers when an automation runs in Reportei.

  • Triggers when a control goal is reached in Reportei.

  • Triggers when a control goal period ends without being achieved.

  • Triggers when a new dashboard is created in Reportei.

  • Triggers when a new report is created in Reportei.

  • Triggers when a client see a report

  • Triggers when a new milestone is added to the timeline.

2. Select an action
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)