Workflow Trigger: Documents & Contracts

How to Use the Workflow Trigger for Documents and Contracts

Accessing the Workflow Builder: 

Start a new workflow or edit an existing one

Selecting the Trigger:

 Choose the "Documents & Contracts" trigger option to initiate the workflow based on document or contract activity.

Filtering by Template: 

Utilize the new filter option to specify the template of the document or contract triggering the workflow. This allows for targeted actions based on the document type.

Defining Recipient Type:

Further refine the trigger by specifying the recipient type, whether it's a business user or a specific contact. This ensures that the workflow is activated based on the intended audience.

Filtering by Status: 

Perhaps the most significant enhancement, users can now filter workflows based on the status of documents and contracts. Available statuses include completed, sent, signed, and viewed, providing comprehensive control over workflow automation.

Setting up workflow action(s):

Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles for more information on setting these up.

Saving the workflow:

Press Save in the top right corner of your browser to save the workflow

If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Practical Applications

The versatility of this workflow trigger opens up a myriad of use cases across various industries. Here are some practical applications:

Pipeline Progression:

Align document and contract status with your sales pipeline stages. 

Automatically advance opportunities when documents are signed or contracts are executed, streamlining the sales process.

Automated Follow-ups:

Set up automated reminders for recipients who have viewed but not signed documents within a specified timeframe. This proactive approach ensures timely follow-up and increases conversion rates.

Document Tracking:

Keep a comprehensive record of document and contract activities within your workflows. Monitor the journey from creation to execution, gaining insights into engagement levels and bottlenecks.

The workflow management tool's Workflow Builder continues to evolve, empowering users with robust automation capabilities. The introduction of the Documents & Contracts trigger enhances workflow efficiency and effectiveness, allowing for precise actions based on document and contract status. By leveraging this feature, businesses can streamline processes, improve communication, and drive results. Embrace the power of automation and elevate your workflow management with the latest innovation.