Smart Doc/E-Signature to Trigger Automation

Kristin Rakoczy
Kristin Rakoczy Member Posts: 3 VERIFIED MEMBER
First Comment 5 Up Votes First Anniversary Photogenic
edited June 2023 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.

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  • AG-CCS
    AG-CCS Member Posts: 1 VERIFIED MEMBER
    Photogenic 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

  • jpcrook
    jpcrook Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment
    #3

    Insane that this isn't a feature already

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