Keep your business client directory in view
A quarterly company list gives you one place to scan the organizations you have recorded before planning renewals or the next round of relationship follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Companies
This action retrieves a list of all companies stored in the brevo crm. it supports pagination and filtering by name and other attributes.
Why this helps
Business relationship details become difficult to scan when company records are only checked one at a time.
- See company records together during quarterly planning.
- Make relationship reviews easier to start.
- Spot records that may need attention while planning renewals.
Setup
Build it in a few focused steps.
- 1Connect Contractbook and Brevo to Notis once.
- 2Create an automation or tell Notis to list Brevo companies quarterly for business client relationship review.
- 3Choose a quarterly schedule and reporting channel.
- 4Test the list retrieval and review whether the result is a useful size.
Questions about this workflow
Does this sync companies from Contractbook?
No. It lists companies already stored in Brevo.
Can this update company details?
No. The selected action retrieves the company list for review.
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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