How to automatically create a new contact in Brevo or update an existing one every time an envelope is signed in Signeasy

Relay.app is an automation tool that lets you automate actions across Brevo, Signeasy, and many other apps. In this guide, we'll show you how to automatically run the “update or create contact” action in Brevo for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Brevo
Trigger
Last triggered
Signeasy logoEnvelope signed
Brevo logoUpdate or create contact
1

Set the Signeasy trigger as “Envelope signed”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy.

If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Update or create contact” step in Brevo

Integrate the Brevo automation into your playbook to ensure the prompt creation of a new contact in Brevo or update an existing one every time an envelope is signed in Signeasy.

Click the "Add step" button, then locate the “Update or create contact” automation for Brevo and input the mandatory and relevant details.

If your Brevo account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Brevo account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new contact in Brevo or update an existing one every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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