How to create a new contact on Mailjet for a new signed envelope in Signeasy

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

Create your playbook and set the Signeasy trigger as "Envelope signed"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select the Name. This will allow your playbook to automatically detect each newly signed envelope in Signeasy and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Get or create contact" in Mailjet automation

Integrate the Mailjet automation into your playbook to ensure the prompt creation of a new contact in Mailjet when a new envelope has been signed on Signeasy.

Click the "Add step" button, then locate the "Get or create contact" automation for Mailjet and input the mandatory and relevant details.

If your Mailjet account isn't already 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 Mailjet account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Mailjet. Once turned on, it will respond to each newly signed envelope on Signeasy by creating a new contact in Mailjet without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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