Smart Doc/E-Signature to Trigger Automation
Kristin Rakoczy Posts: 2
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.