Connect MyDocSafe and Brevo to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
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
Ready to use MyDocSafe and Brevo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Contact Unsubscribed
Triggers when a Brevo contact unsubscribes from a list they belonged to
Contact Updated
Triggers when contact updated
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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
Sends an email from your Brevo account using rich formatting or plain text.
Find Contacts
Find and get all contacts of brevo.
Know More About Mydocsafe and Brevo Integrations
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Frequently Asked Questions
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.
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 MoreAbout Brevo
Sendinblue is a digital marketing platform that offers tools for email marketing, SMS campaigns, chat, CRM, marketing automation, and transactional email services.
Learn More
