Trigger for when a document is sent, signed, or completed from Documents & Contracts
M
Matt Barbey
There is currently no way to send a reminders for send documents & contracts automatically. Please create a trigger in Automations for when a document is sent, signed, and/or completed
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S
Sales & Marketing
Merged in a post:
Trigger workflow when document or contract is signed by all
S
Stuart Bennett
Once all signatures are collected to have the ability for this to trigger automation so new client signs up you send a contract once they sign the contract it triggers the start of the onboarding process.