Signed/Paid trigger | Voters

Signed/Paid trigger

complete

Matthew Butera

Have a trigger in workflows when an estimate or proposal has been signed or paid

August 22, 2023

Sales & Marketing

marked this post as

complete

Paid trigger will be added

Jeff Levin

Need to be able to automatically send the invoice created, once a proposal is signed. So a trigger on signature would be great so we can put a workflow together to email/text the invoice.

Leif Holtzman

definitely huge and also when a proposal is sent please - that way I can move the customer to a proposal sent pipeline status