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Notis

Check a Brevo contact when a keyword appears

Turn a clear mention in a document into an immediate contact verification step.

Trigger

Keyword Detected in Document

Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.

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

Important names or addresses can appear in notes without anyone checking the CRM record.

  • Catch contact setup needs early
  • Reduce duplicate contact work
  • Create a clear follow-up signal

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Brevo in Notis once.
  • 2Create an automation that checks the contact associated with the detected keyword.
  • 3Pick Keyword Detected in Document as the trigger.
  • 4Choose where reports go and test with one real keyword occurrence.

Questions about this workflow

Can the keyword be a name or phrase?

Yes. Configure a specific keyword or phrase in the monitored document.

What does the action return?

It checks whether a Brevo contact exists using an email address or mobile number.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Docs to Brevo. A trigger fires from one place; an action lands in another.

Google Docs 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

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

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

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

Delete a company

Deletes a company from brevo using its unique identifier.

ActionInstant

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

Delete Contact

Deletes a contact from brevo using its unique identifier.

ActionInstant

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

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

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

Delete SMS Campaign

This tool deletes an existing sms campaign.

ActionInstant

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

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.

Google Docs and Brevo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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