Automation Delineated by Document Type Signed
Run automations depending on what document type is signed. Use cases:
- Move status to "Signed" when "Contract" document type is fully signed.
- Alert Accounting
- Alert Sales rep with Zapier Automation
- Alert Sub with Make.com Automation
- Generate webhook for Zapier/Make/N8N when a change order is signed alerting all parties to halt and pivot.
- When Media Release is signed, Add call task for Rep to perform.
- When employee offer letter is signed, add them to JobNimbus, Google Workspace, Trainual with Zapier/Make/N8N
Right now, you can get a notification that a document is signed, but we can't automate around the document type or template name.
What we need:
Add Document Type in the Webhook that posts when a document is signed.
We'd need to be able to set the document type as a condition in the automation conditions to trigger different items.
2
votes
Jake Milne
shared this idea
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Mike Gay commented
if nobody knows the change order is signed, from accounting to production, it's pointless.