#Automation

What Can You Build With SendSafely Actions? An SVG Scanner Proof of Concept

Discover how SendSafely Actions can enhance security by screening SVG files for malicious content, protecting your organization from emerging threats.

What Can You Build With SendSafely Actions? A HAR Sanitizer Proof of Concept

Discover how SendSafely Actions can secure HAR files by automating sanitization, protecting customer credentials during support processes. Enhance your data security today.

Meet the SendSafely AI Custom Form Builder

Use SendSafely AI powered custom form builder to generate and publish encrypted intake forms using simple natural-language prompt, no coding required.

Stop Explicit Content From Reaching Your Team With SendSafely's AWS Rekognition Action

Prevent explicit content from reaching your support team with SendSafely's AWS Rekognition Action, ensuring secure file exchange without disrupting workflows.

Introducing HALO for Ada Messaging

SendSafely: Your Sovereign Data Infrastructure

Most Sovereign AI discussions focus on models, where they run and who can access prompts. But the bigger risk sits upstream in the data pipeline.

HALO: The Trust Layer Your AI Is Missing

AI is being wired directly into your business: your CRM, your support tools, your internal systems.

Global Relay for SendSafely

For financial services organizations, secure file exchange is only half the equation. The other half, and often harder part is compliance.

Preview All Now Available in Workspaces

We’re continuing to expand Preview All across the SendSafely platform, bringing a faster, more seamless way to view files in Workspaces.

Manage Package Access using Salesforce Triggers

For teams managing sensitive data in Salesforce, access control shouldn’t lag behind case activity.

Your Customers' Sensitive PII Shouldn't Be Training Someone Else's AI

Security Spotlight: How We Use Intercom Fin at SendSafely

This post is part of our ongoing monthly series where we highlight the enterprise security tools we use internally and explain how they help us build secure software.

Security spotlight: How we use Burp DAST at SendSafely

This post is part of our ongoing monthly series where we highlight the enterprise security tools we use internally and explain how they help us build secure software.

New Event Trigger: Add Recipient

SendSafely Actions just got more flexible. We’ve introduced a new event that triggers when a recipient is added to a transfer package or workspace.

Automated User Provisioning with SCIM

We’re excited to announce an update to our SCIM-based user management API that gives IT teams centralized control over admin rights in SendSafely via Okta.

Zendesk Acquires Forethought: What It Means for Secure Customer Service

SendSafely HALO Named a Finalist for Best Secure Messaging Solution in the 2026 SC Awards

SendSafely for Intercom

We are pleased to announce our latest Digital Customer Service integration: SendSafely for Intercom. Our newest integration seamlessly adds SendSafely's secure file collection capabilities to Intercom conversations.

Automated Data Collection with Intercom's Fin AI Agent

By combining the power of Intercom's AI automation and SendSafely security, you can now request and collect sensitive documents from end users in a completely automated fashion.

Auto-Submission for Dropzones

When Encryption Isn't Enough: Why True End-to-End Matters

At SendSafely, we believe security is more than a feature. It is a promise we build into every corner of our platform.

Security Spotlight: How we use Socket at SendSafely

Improving Customer Service Metrics with SendSafely HALO

Personal Actions Workflows: Automation for non-admin users

We’re excited to announce that Personal Actions Workflows are now available in the SendSafely web portal.

Automated Data Collection with Zendesk Messaging

Secure Upload Widget with Zendesk Integration

Manage Package Access using Zendesk Triggers

SendSafely's new ticket trigger functionality extends our integration capabilities with Zendesk by allowing you to update access to SendSafely packages in response to Zendesk ticket events.

Using Zendesk Tags with Dropzones

Need to sort your SendSafely Zendesk uploads by team, region, or access level?

New SendSafely Outlook add-in

The new SendSafely for Outlook add-in is now available\!

Workspace File Expiration: Automate Your Data Lifecycle

Keeping your shared files in Workspaces compliant has never been easier.

API Updates for Adding and Removing Recipients

We're pleased to announce three new endpoints for the SendSafely REST API, intended to facilitate more streamlined addition and removal of multiple recipients from SendSafely packages.

Securing Customer Data with SendSafely: A Guide for BPO Operations

Encrypted Data Collection for any Chatbot

Automate fast with our pre-built Actions Library

SendSafely's new library of pre-built Actions templates fast-tracks the process of getting your workflow in place.

Automating Secure Workflows with SendSafely Actions

Organizations large and small are in constant need of tools that not only protect sensitive information but also integrate seamlessly into their existing workflows.

New Actions Editor: Point & click automation

Our latest update to SendSafely Actions is here\! In this new update, we are rolling out a simple point-and-click editor for automating workflow events, actions and filters.

NEW! Dropzone Upload Widget for Salesforce

You can now seamlessly protect customer files uploaded to your Salesforce Experience Cloud portal with end-to-end encryption using our latest Dropzone Widget for Salesforce\!

SendSafely Actions + Tines: Integrated Security Checks

Here at SendSafely, we are enthusiastic users of Tines. Tines is a powerful automation platform designed for security teams to automate repetitive tasks without writing code.

SendSafely Audit Log API

SendSafely's new Audit Log API provides security and compliance teams broader visibility into events occurring in the SendSafely platform.

Protecting Customer Data with Automatic File Expiration and Deletion

Keeping Unwanted PII out of your Service Desk

SendSafely can now be used to shield your ticketing platform from inadvertently collecting and storing unwanted and unsolicited Personally Identifiable Information \(PII\) submitted by customers.

SendSafely: Secure Communications Solution of the Year

We are proud to announce that SendSafely's Serverless Email Gateway \(SEG\) has been named Secure Communications Solution of the Year in the fifth annual CyberSecurity Breakthrough Awards.

SendSafely Serverless Email Gateway for AWS

We are excited to announce our new Serverless Email Gateway \(SEG\) for Amazon Web Services.

SEG Wins Financial Services Security Awards

Remote Collection of Completed Customer Forms

Being remote is the new normal.

Synchronizing files from a Dropzone to Google Drive

Enterprise Wide Expiration Settings

Enterprise Admins can now specify the default, minimum and maximum file expiration settings for all users in their SendSafely enterprise portal.

Using Zendesk Guide & SendSafely for Authenticated Software Distribution

Do you use Zendesk and need a streamlined and secure way to distribute software releases, patches and installers to your customers?

Multi-Language Support for SendSafely Zendesk Integrations

Encrypted File Exchange for Salesforce Service Cloud

SendSafely is excited to announce our newest platform integration - SendSafely for Salesforce Service Cloud.

Automated User Provisioning with SCIM

SCIM, which stands for System for Cross-domain Identity Management, is an open standard that facilitates automated account creation and de-provisioning in applications that use single sign-on.

Connecting your SendSafely Dropzone to Slack

In a previous blog post, we reviewed the basics of connecting the SendSafely Dropzone to Zapier using a simple action \(sending an email\) for each Dropzone submission.

SendSafely & Zapier: Connect your Dropzone to Anything!

Our focus this past year has been on seamlessly integrating our secure file exchange capabilities with the world's most popular operational platforms.

SendSafely Dropzone: Turn-Key Encrypted File Exchange for the Apps You Love

The SendSafely Dropzone can be used to integrate best in class, end-to-end encrypted file transfer capabilities with the applications you and your customers already use and love.

SendSafely & Zendesk: Securing your Support Workflow

Zendesk's customer service software and support ticketing system is used by more than 200,000 organizations worldwide.

SendSafely introduces Microsoft Outlook Encryption Add-In

Migrating to Google’s NoCaptcha ReCaptcha

Cezanne HR Uses SendSafely to Fulfill the Most Important Responsibility to its Customers

Cezanne HR is a leading European provider of human resource solutions.