Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Certyneo
Trigger: Watch envelope completed
Brevo
Action: Select an action
1. Select a trigger
  • Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.

  • Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.

  • Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.

  • Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).

  • Triggers when a sender resubmits an envelope after it was returned for correction.

  • Triggers when a recipient returns the envelope to the sender for correction, before it is completed.

  • Triggers when an envelope is sent to its recipients (status moves from DRAFT to SENT).

  • Triggers when the sender cancels an envelope before it is completed (status moves to VOIDED). Every pending signing link stops working.

  • Triggers when a recipient with the Approver role approves the envelope, before it is completed.

  • Triggers each time an individual recipient signs, before the envelope is completed. Fires once per signer.

  • Triggers when a recipient opens and views the envelope, before it is completed.

2. Select an action
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)