Review your Brevo account and plan quarterly
Know your account limits and renewal dates before they affect campaigns.
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
Plan limits and account dates are easy to overlook until they block work.
- Avoid surprise limits
- Plan campaign volume earlier
- Keep account ownership visible
Setup
Build it in a few focused steps.
- 1Connect Brevo in Notis once.
- 2Create a quarterly account review automation.
- 3Tell Notis to retrieve Brevo account information and summarize plan type, credits, and relevant dates.
- 4Pick a quarterly schedule and report channel.
- 5Test with one immediate run.
Questions about this workflow
Can it alert on low credits?
Yes. Include a threshold in the instruction and ask Notis to flag it.
Does it change the plan?
No. It only retrieves and reports account information.
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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