Get client email templates ready before signings pick up
A scheduled template check before a busy signing window helps you find the emails you need while you still have room to improve them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all email templates
This tool retrieves a list of all email templates created in your brevo account. it corresponds to the get /v3/smtp/templates endpoint as per the brevo api documentation, with optional parameters for filtering (templatestatus), pagination (limit, offset), and sorting (asc/desc).
Why this helps
Reusable onboarding messages are often checked only after a new client is already waiting.
- Review reusable messages before the busy period begins.
- Reduce last-minute searching after agreements are signed.
- Make communication preparation a repeatable part of signing readiness.
Setup
Build it in a few focused steps.
- 1Connect Contractbook and Brevo to Notis once.
- 2Create an automation or tell Notis to list email templates before your planned contract signing period.
- 3Pick a recurring schedule leading into the period and choose a run-report channel.
- 4Test the inventory and identify which templates need review.
Questions about this workflow
Can this activate a template?
No. It lists templates so you can review them.
Does it know how many contracts will be signed?
No. The schedule is chosen by you and does not predict signing volume.
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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