Documents & Contracts trigger inside workflows

Overview

In Stack, you can utilize the Documents & Contracts trigger to automate workflows based on changes in the state of a document. This feature is versatile, allowing you to streamline various processes such as updating opportunity tags, sending invoices, attaching tags to contacts, or maintaining records via integrations like Google Sheets or Slack. These actions can be triggered after a document is sent, signed by a recipient, or completed by all participants.

Trigger Conditions

You can customize the trigger to activate under specific conditions, such as:

Document Status: The most common trigger condition, allowing workflows to start based on the document’s status:
- Sent: Initiates the workflow when the document is marked as sent by your business.
- Viewed: Triggers when the document is viewed by anyone other than the sender.
- Signed/Accepted: Activates when any recipient signs the document, which is useful for tracking signatures in documents with multiple recipients.
- Completed: Fires when all intended recipients have signed the document.
Template Name: Different workflows can be triggered based on the template used, such as Sales Proposals, NDAs, or Deal Closure Agreements.
Recipient Type: You can trigger workflows based on whether the document is sent to a recipient contact or a business user.

Workflow Branching and Customization

If/Else Branches: Create conditional branches in your workflows using criteria like document status, value, or type to handle different scenarios.
Custom Values: Use custom values specific to a contact to fulfill use cases or send personalized notifications based on certain events or conditions.

Use Cases

Reminder Sequences: Set up automated reminders if a document remains unsigned by a contact, ensuring timely follow-ups.

Frequently Asked Questions (FAQs)

Does the trigger function for both business users and contacts who sign the document?

Yes, the trigger activates for all events when a document is sent or signed by either a contact or a business user.

Can I use contact and user custom values within workflows with this trigger?

Absolutely, you can incorporate custom values within workflows to tailor actions to specific contacts or scenarios.

Is it possible to send internal notifications or external emails using the trigger?

Yes, you can configure email templates to send notifications automatically when a trigger event occurs.

Additional Resources

For more tutorials and community insights, check out these helpful videos: