Check the contact record at signature time
Avoid a second pass through your contract inbox and contact list. When a signature is reported, ask Notis to check whether that person is already in Brevo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
You have to switch between contract records and marketing contacts to confirm who is already on file.
- See whether the signer already has a Brevo contact.
- Reduce duplicate-contact guesswork before follow-up.
- Keep the contract milestone as the cue for a contact check.
Setup
Build it in a few focused steps.
- 1Connect Contractbook and Brevo to Notis once through the portal.
- 2Create an automation or tell Notis to check Brevo for the signer whenever a Contractbook signature is reported.
- 3Choose an incoming webhook trigger and a channel for run reports.
- 4Send one real signature event and verify the contact lookup result.
Questions about this workflow
Will this add the signer if they are missing?
No. The selected Brevo action finds a contact; it does not create or update one.
What starts the workflow?
An incoming webhook starts it when your Contractbook setup or a custom backend sends Notis a signature event.
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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