The Documents and Contracts trigger lets you automate actions based on changes in a document or contract's status, or when new documents match your trigger criteria.
Let's start by adding the trigger to a workflow.
Workflow Trigger Name
Update the trigger name to clearly reflect the criteria for entry.
Applying Filters
Refine the trigger conditions by adding filters. This gives you more precise control over when and how the trigger fires.
Filter the trigger based on specific conditions like the document status, value, or recipient type.
Recipient Type
Select the right operator and choose the recipient type from the dropdown menu if prompted.
Status
The Status filter lets you narrow the trigger down by choosing from the following options:
- Completed: Activates the workflow once the document has been signed by all recipients.
- Declined: Initiates the workflow when the document is rejected by at least one recipient.
- Sent: Triggers the workflow when the document is marked as "Sent."
- Signed/Accepted: Initiates the workflow when the document is signed or accepted by at least one recipient (particularly useful when multiple recipients are involved, allowing you to track when an individual has signed or accepted the document).
- Viewed: Activates the workflow once the document is seen by anyone besides the user who sent it.
Template
Use this filter to specify which template should activate the workflow.
Value
Set a monetary threshold to check before the workflow fires. Use operators such as "less than," "greater than," and "equal to" to filter documents and contracts within a specific monetary range.
Review your settings, then save the trigger to add it to your workflow. Add the relevant actions, such as notifying a team member or sending an invoice, then publish and save the workflow!