Smart Doc/E-Signature to Trigger Automation

Kristin Rakoczy
Kristin Rakoczy Posts: 2
First Anniversary Photogenic
in Ideas and Product Feedback #1

I'd like to be able to trigger an automation based on a completed e-signature in smart docs.

Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to the team that the document has been signed for billing to collect payment.

Tagged:
3
Up
3 votes

Active · Last Updated

Comments

  • AG-CCS
    AG-CCS Posts: 1
    First Comment
    #2

    Seconding this. Having automations that can happen once the customer signed would be huge. Anything from emailing our accounting team to initiate billing cycles, notifying project managers, or activating the warehouse to begin working on materials. Please add this

Categories