How to automatically update a contact in Brevo every time an envelope is signed in Signeasy

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.

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

Click the "Add step" button, then locate the “Find contact(s)” and “Update 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.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a contact in Brevo 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.