Give client contact records a regular review
A monthly contact review creates a predictable moment to notice outdated or incomplete client records without interrupting daily contract work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all contacts
This tool retrieves all contacts from your brevo account. it allows for pagination and filtering based on modification/creation dates, list ids, segment ids, and contact attributes.
Why this helps
Contact upkeep gets pushed aside until the next time you urgently need a detail.
- Make contact review a regular, bounded task.
- Reduce the chance that records stay unchecked indefinitely.
- Keep client information maintenance out of urgent work.
Setup
Build it in a few focused steps.
- 1Connect Contractbook and Brevo to Notis once.
- 2Create an automation or tell Notis to retrieve the relevant Brevo contacts monthly for client record review.
- 3Set a monthly schedule and select where Notis should report runs.
- 4Test with one retrieval and decide whether to narrow the contact list.
Questions about this workflow
Does this correct contact data?
No. It retrieves contacts for review; it does not update them.
Can the list be limited?
The action supports filtering by list, segment, dates, and attributes. Describe the review scope in the instruction.
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.
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.
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.
Delete a company
Deletes a company from brevo using its unique identifier.
Delete Contact
Deletes a contact from brevo using its unique identifier.
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.
Contractbook and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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