Popular MyDocSafe + Brevo flows

Start from a real workflow other teams are already running.

Choose a trigger

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MyDocSafe

When this happens...

Choose an action

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Brevo

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between MyDocSafe and Brevo.

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Contact Unsubscribed

Contact Unsubscribed

Triggers when a Brevo contact unsubscribes from a list they belonged to

Contact Updated

Contact Updated

Triggers when contact updated

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Unsubscribe Contact

Unsubscribe Contact

Remove one or more contacts from a Brevo contact list by email, contact ID, external ID, or remove all contacts from the list.

Send Transactional Email

Send Transactional Email

Sends an email from your Brevo account using rich formatting or plain text.

Find Contacts

Find Contacts

Find and get all contacts of brevo.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations MyDocSafe
MyDocSafe + Brevo
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About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

Learn more

Frequently Asked Questions

How do I connect MyDocSafe and Brevo?

Sign up for a free viaSocket account, then authorize both your MyDocSafe and Brevo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Brevo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from MyDocSafe to Brevo?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Brevo. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where MyDocSafe triggers actions in Brevo, and a separate workflow where Brevo triggers actions in MyDocSafe. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between MyDocSafe and Brevo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire MyDocSafe and Brevo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.