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

In this how-to guide

How to automatically create a new contact in Brevo or update an existing one every time an envelope is signed in Signeasy
1. Set the Signeasy trigger as “Envelope signed”
2. Add the “Update or create contact” step in Brevo
3. Activate your playbook
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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 “create or update contact” action in Brevo for each envelope signed in Signeasy using Relay.app.

Try it in Relay.app

Signeasy > Brevo

Trigger

Last triggered

Envelope signed

Create or update contact

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.

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.

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.