Documents - Trigger
M
Mike Hughes
Workflow trigger that is activated when a document is added to a contact record. This would mostly be used for internal notifications and eventually could be used to send the contact a copy (assuming documents may become some type of custom value).
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M
Muxxi Admin
This would be super useful, especially for triggering off of files attached to the contact record in the mobile app.
Use case for service business:
- User adds a photo of a completed job (home repair, dog walk, etc.) to contact record
- Workflow triggers from new file/document added
- Workflow sends contact an email or SMS with previews (file links) to the uploaded file
The workflow trigger and accessing the document details (file name, type, preview url, download url, etc.) need to be accessible in workflows.
It would also be incredibly useful to be able to access contact documents in the API.
T
The Cash Compound Agency Login
It seems like this should already be a thing. I'd like to send notification to my users that i've uploaded new documents to a contact!