Add a workflow trigger for Documents/Contracts when signed/complete
complete
J
James Crook
I love the ability to send any PDF and get it signed! We are using this for service agreements which we used to do in Adobe Sign.
Now, it would be ace if I could use this feature to trigger an automation, for example so that when someone signs our agreement they can be sent a login and training automatically.
So, similar to Estimates and Proposals, having a trigger for this with the new Documents/ Contracts feature would be great please.
S
Sales & Marketing
complete
M
Monique Carlisle
This is currently in the system. You can find it by clicking on any trigger then using the drop down menu to change your trigger to Documents. Note: This trigger it NOT in the main menu of triggers. You HAVE TO select any trigger to gain access to the drop down menu where the Documents trigger can be found.