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.

Brevo
Trigger: New Event
Legito
Action: Select an action
1. Select a trigger
  • Triggers when a new email event occurs.

  • Triggers when a new contact is created.

  • Triggers when a new email campaign is created.

  • Triggers when a new folder is created.

  • Triggers when a new list is created.

2. Select an action
  • Creates new External Document Record in Legito.

  • Creates new Document Record with Document Version.

  • Creates a new label.

  • Creates new Push Connection from the Legito.

  • Creates new External Link for selected Document Records with given privileges.

  • Creates a new Object Record for a given Object type by its ID.

  • Creates new User with default permissions.

  • Deletes a document record.

  • Deletes existing file attached to specified Document Record.

  • Deletes and disables existing External Link.

  • Deletes existing Document Record.

  • Downloads Document Version as base64 encoded file.

  • Downloads a File from selected Document Record in encoded format.

  • Returns a list of Elements data from a Document Version.

  • Returns a list of permissions for a specified user.

  • Performs an arbitrary authorized API call.

  • Shares Document Record to a Legito user specified by email.

  • Updates properties of Document Records like Summary, Signing Date, or Expiration.

  • Creates new Document Version for existing Document Record.

  • Updates an object record.

  • Uploads a File to a specified Document Record.

Select a trigger and an action

Create workflow (opens in a new tab)