The Documents & Contracts workflow trigger in Scalendo automates actions when document status changes—such as when it's sent, viewed, signed, or completed. This feature enables streamlined communication and follow-up tasks for proposals, agreements, and contracts.

Key Benefits

Automated Follow-Up: Trigger personalized workflows based on document status changes without manual tracking

Improved Record Management: Automatically update CRM fields, Google Sheets, or Slack channels based on document activity

Dynamic Filtering: Use filters for Template Name, Status, and Recipient Type to create targeted automation paths

Enhanced Team Collaboration: Send instant notifications when key document actions occur

Personalized Communication: Use custom values to personalize outgoing notifications and emails

Configuration Steps

1. Navigate to Automation and select + Create Workflow
2. Add a New Trigger and choose Documents & Contracts from the Payments section
3. Name Your Trigger with a descriptive label
4. Add Filters using available options:
   • Recipient Type (Contact or Business User)
   • Status (Viewed, Signed/Accepted, Completed, Sent)
   • Template (specific document templates)
   • Value (monetary thresholds)
5. Save Your Trigger to activate the workflow

Key Features

The Value filter enables workflows only for high-ticket contracts by using operators like Greater than. The Template filter ensures workflows trigger only for certain agreements, such as onboarding forms or service contracts.