Check Brevo for contacts from new Coda lead briefs
Know whether a lead is already in Brevo before starting follow-up.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
Duplicate contacts create fragmented history and inconsistent outreach.
- Avoid duplicate records
- Surface existing engagement context
- Make follow-up more deliberate
Setup
Build it in a few focused steps.
- 1Connect Coda and Brevo in Notis once.
- 2Create an automation for new lead documents.
- 3Tell Notis to find each lead in Brevo and summarize whether a matching contact exists.
- 4Pick the New Coda Document trigger and a report channel.
- 5Test with one lead document.
Questions about this workflow
What identifiers can Notis use?
Ask it to use the email address or mobile number present in the Coda document.
Does this create a contact?
No. This workflow only checks for an existing Brevo contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Brevo. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
Delete a company
Deletes a company from brevo using its unique identifier.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Delete Contact
Deletes a contact from brevo using its unique identifier.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
Coda and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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