Brevo + DocSend

Manage new DocSend visits by adding or updating contacts in Brevo

Stay on top of new visits in DocSend and enhance your engagement by updating your contacts in Brevo. This workflow gets activated as soon as a new visit takes place in DocSend, immediately adding or updating the corresponding contact in Brevo. It's a seamless way to ensure your Brevo contacts stay updated based on DocSend activities, reducing manual data entry and simplifying your customer management process.

When this happens...
New Visit
Triggers when you get a new visit.
TriggerInstant
automatically do this!
Add or Update Contact
Adds or updates a contact.
ActionWrite

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Supported triggers and actions

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
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- Campaign StatusRequired
Trigger
Polling
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Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Update if Contact ExistsRequired
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or IDRequired
Action
Write
- Update if the deal already existRequired
- Deal name or IDRequired
- Use Category IDs for Attributes
- Deal PipelineRequired
- Deal StageRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Record typeRequired
Action
Write
- ToRequired
- Cc
- Bcc
- Sender Name
- Sender EmailRequired
- Reply to Name
- Reply to EmailRequired
- SubjectRequired
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contactRequired
- Lists to unsubscribeRequired
Action
Write

New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
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- Document
- 100% Completion
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- List NameRequired
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already existRequired
- Company name or IDRequired
- Use Category IDs for Attributes
Action
Write
- Company name or IDRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record typeRequired
Action
Write
- EmailRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

Email Newsletters

About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Learn more

Related categories

Ads & Conversion

Related Zap Templates

Add or update Brevo contacts for new DocSend visits

Brevo + DocSend

Manage new DocSend visits by adding or updating contacts in Brevo

Supported triggers and actions

New Link Created

New Space Download

New Campaign Status

Contact Added

Contact Unsubscribed

Marketing Email Delivered

Marketing Email Opened

Transactional Email Delivered

Add or Update Contact

Delete Company

Add or Update Deal

Find Deal

Add or Update Associations

Send Transactional Email

Unsubscribe Contact

New Space Created

New Visit

Link Clicked

Contact Subscribed to Specific List(s)

Contact Updated

Marketing Email Hard Bounced

Transactional Email Hard Bounced

Transactional Email Opened

Add or Update Company

Find Company

Delete Deal

Find Contact

Remove Associations

Test Create

API Request (Beta)

About Brevo

Related categories

About DocSend

Related categories

Related Zap Templates

Related Zap Templates