Smart Doc Triggers.

Calum
Calum Member Posts: 6 NEW MEMBER
Name Dropper First Comment

I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero).

I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com.

Has anyone got any automation work arounds for getting smart docs out of pipedrive.
and does any pipedrive staff know if document triggers are in the roadmap?