Bring client contacts into your weekly follow-up review
Use a scheduled contact list review to see who is in Brevo before you work through the contract follow-ups on your calendar.
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
Client contact details are spread across records, so follow-up sessions start with searching instead of acting.
- Put a current contact list in view at a routine time.
- Spend less of your follow-up block searching for people.
- Review contact records alongside active client commitments.
Setup
Build it in a few focused steps.
- 1Connect Contractbook and Brevo to Notis once.
- 2Create an automation or ask Notis to retrieve the relevant Brevo contacts each week for your client follow-up review.
- 3Select a weekly schedule and choose where run reports should be sent.
- 4Test the retrieval and confirm it returns a manageable contact list.
Questions about this workflow
Can this add a missing contract signer?
No. It retrieves contacts from Brevo; it does not create or update contacts.
Can it review one list?
The action supports list filtering. Describe the list context in the plain-language 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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