
When this happens...
Create Project
Create Docsets

Automatically do this!
Unsubscribe Contact
Send Transactional Email
Find Contacts
Get Contacts in a List
Add Or Update Contact
Create Folder
Create List
Search List
Search Folder
Find List In Folder
Add Contacts To List
Update Contact
Find Company
Add Or Update Company
Delete Company
Find Deals
Delete Deal
Create Or Update Deal
Get Account Details
Send Test Campaign Email
Send Transactional SMS
Get Campaign Data
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new projects are created within the selected time interval.
Triggers when new docsets are created within the selected time interval.
Triggers when a Brevo contact unsubscribes from a list they belonged to
Triggers when contact updated
Triggers when a Brevo transactional email is opened
Triggers when a Brevo transactional email is hard bounced.
Action is the task that follows automatically within your Docugami integrations.
Create a docset in Docugami.
Create a Project in Docugami.
Publish a project in Docugami.
Remove one or more contacts from a Brevo contact list by email, contact ID, external ID, or remove all contacts from the list.
Sends an email from your Brevo account using rich formatting or plain text.
Find and get all contacts of brevo.

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To start, connect both your Docugami and Brevo accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Brevo (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Brevo. This includes choosing which data fields go into which fields of Brevo, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Brevo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Brevo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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