
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent

Automatically do this!
Unsubscribe Contact
Send Transactional Email
Find Contact
Get Contacts in a List
Create New Contact
Create Folder
Create List
Search List
Search Folder
Search List in Folder
Add existing contacts to a list
Update Contact
Delete a List
Delete a Folder
Find Company
Add or Update Company
Delete Company
Find Deal
Delete Deal
Add or Update Deal
Test Create
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Triggers when a Brevo contact unsubscribes from a list they belonged to
Triggers when contact updated
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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 with HTML or plain text content.
Find a contact using their email ID.

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To start, connect both your MyDocSafe and Brevo accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Brevo (or vice versa).
Absolutely. You can customize how MyDocSafe 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 MyDocSafe 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 MyDocSafe 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.
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.
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