Give every new business client a company record
A signed agreement with a new organization is a useful cue to establish its Brevo company record, so client details are easier to find later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a company
This tool allows you to create a new company in your brevo account.
Why this helps
Company records get postponed while you move from contract work back to client delivery.
- Create a company record at the start of the client relationship.
- Reduce manual re-entry after closing an agreement.
- Make business accounts easier to locate in Brevo.
Setup
Build it in a few focused steps.
- 1Connect Contractbook and Brevo to Notis once.
- 2Create an automation in the portal or tell Notis to create a Brevo company when a new business client's signature is reported.
- 3Choose an incoming webhook trigger and a channel for run reports.
- 4Test with one signed business-client agreement and review the company record in Brevo.
Questions about this workflow
Will this create a company for every signer?
Set the plain-language instruction to apply to new business clients. The event should contain enough context for Notis to identify the organization.
Does it create contact records too?
No. The selected action creates a company record only.
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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