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Notis

Confirm renewal contacts are in Brevo before outreach

A contact check at the start of your weekly renewal block helps you see who is already in Brevo before planning the next message.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Renewal preparation stalls when you first have to discover whether the right contact is recorded.

  • Check contact presence as part of a regular renewal routine.
  • Reduce searching at the point of outreach planning.
  • Make missing contact context visible earlier.

Setup

Build it in a few focused steps.

  • 1Connect Contractbook and Brevo to Notis once.
  • 2Create an automation or tell Notis to check Brevo for the client contacts you are reviewing for renewals each week.
  • 3Select a weekly schedule and choose where run reports should go.
  • 4Test with one known renewal contact and confirm the lookup result.

Questions about this workflow

Will the workflow create a missing contact?

No. The selected action checks whether a contact exists.

Does Notis read renewal dates from Contractbook automatically?

No Contractbook trigger is available. This scheduled review relies on the instruction and context available to Notis.

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.

TriggerScheduled

Create a company

This tool allows you to create a new company in your brevo account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Delete a company

Deletes a company from brevo using its unique identifier.

ActionInstant

Delete Contact

Deletes a contact from brevo using its unique identifier.

ActionInstant

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.

ActionInstant

Delete SMS Campaign

This tool deletes an existing sms campaign.

ActionInstant

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.

ActionInstant

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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