Document triggers: webhook triggered by signing event
This discussion was created from comments split from:
Smart Doc Triggers.
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Comments
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Jumping into this discussion as we're also very interested in the idea of Document triggers in Pipedrive. My role involves bridging between the business development and operations teams, particularly for processes triggered by document signatures (e.g., contracts).
Our Use Case:
When a contract is officially signed, it acts as a clear signal for us to "go for the next steps." This event triggers a lot of automation opportunities, such as:
- Notifying operational teams to kickstart onboarding or service delivery.
- Streamlining processes for finance teams, such as preparing billing or ensuring compliance documentation.
Ideal Setup:
We’d love to see a webhook triggered by the signing event, which could notify relevant teams and automatically handle critical tasks like document processing or file uploads. This would greatly reduce manual effort and ensure smooth transitions between teams.
Could Document triggers make their way into the roadmap in the near future?
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Hi @CBK, there is no a document trigger that accomplishes what you’re looking for at the moment. This is good feedback, I've split your post into its own feature request so it reaches our product team.
Looking at the thread, I noticed that you’re using Make.com. With this tool, we can achieve a similar outcome. Whenever a document is signed, an email is sent to the requester of the document. The subject line of the email, such as 'Everyone has signed the document,' can be used as a trigger in Make.com.
Using this trigger, you can configure actions such as sending an email or booking an activity to continue the process as desired.
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