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Notis

See the existing Brevo profile before following up

When the paperwork is complete, let Notis pull the matching Brevo contact details into the run context so you can review what is already known.

Trigger

Webhook received

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

Action

Get Contact Details

This tool retrieves detailed information about a specific contact in brevo. you can identify the contact using their email address (url-encoded), their unique contact id, or their sms attribute value.

Why this helps

Important context about a client is split between contract activity and a marketing contact profile.

  • Review existing contact details at a natural follow-up moment.
  • Spend less time reopening records across tools.
  • Ground the next client touchpoint in the information already in Brevo.

Setup

Build it in a few focused steps.

  • 1Connect Contractbook and Brevo to Notis once in the portal.
  • 2Create the automation or tell Notis to retrieve the Brevo profile for a person named in a reported Contractbook signature.
  • 3Select incoming webhook and choose a run-report channel.
  • 4Test using one real signature report and confirm the profile is the intended signer.

Questions about this workflow

Does the workflow update the profile?

No. This Brevo action retrieves contact details for review; it does not change the record.

What if no contact exists?

The lookup may return no matching profile. This workflow does not create a contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Contractbook 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

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.

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

When this happens · Trigger

Do this · Action

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