Trigger an Automation When a Document Is Signed

Mike Eads
Mike Eads Member Posts: 1

We would love to be able to trigger a workflow automation with a signed Smart Doc.

Signed document (trigger) ➡ workflow steps

Examples of tasks we'd queue up for the team once we have a signed contract:

  • Notify rest of team
  • Notify accounting for invoice creation
  • Setup onboarding call
  • etc
2 votes

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