Who This Is For / When to Use
Use this trigger if you want to:
Automate actions when documents are sent, viewed, signed, completed, or declined
Advance opportunities when contracts are signed
Send follow-ups or alerts based on document activity
Track document engagement without manual checks
What the Documents & Contracts Trigger Does
This trigger adds a contact to a workflow when a document or contract event occurs.
You can control activation using filters such as:
Document or contract template
Recipient type
Document status
Supported Document Statuses
You can trigger workflows when a document or contract status is:
Sent
Viewed
Signed / Accepted
Completed
Declined
Each status represents a distinct stage in the document lifecycle and can be used independently.
How to Set Up the Documents & Contracts Trigger
Step 1: Create or Edit a Workflow
Go to Automations > Workflows.
Click + Create Workflow, or open an existing workflow and select Edit Workflow.
Step 2: Add the Documents & Contracts Trigger
In the workflow builder, click Add New Trigger.
Search for or select Documents & Contracts under triggers.
Step 3: Filter by Template (Optional)
Use this filter if the workflow should only trigger for a specific document or contract template.
Select Template.
Choose an operator (for example, Is).
Select the document or contract template.
Step 4: Filter by Recipient Type (Optional)
Use this filter to control who the document is sent to.
Available recipient types:
Contact
Business User
Select Recipient type.
Choose Contact or Business User.
Step 5: Filter by Document Status
Choose the document status that should trigger the workflow.
Select Status.
Choose one of the supported statuses:
Sent
Viewed
Signed / Accepted
Completed
Declined
Step 6: Save, Test, and Publish
Click Save.
Use Test Workflow to confirm behavior.
Toggle the workflow from Draft to Publish when ready.
Practical Use Cases
Pipeline Progression
Automatically move opportunities forward when a contract is signed or completed.
Automated Follow-Ups
Trigger reminders when a document is viewed but not signed within a defined timeframe.
Document Activity Tracking
Log and act on document lifecycle events without manually monitoring document status.
Common Issues and Fixes
The workflow does not trigger
Confirm the workflow is published
Verify the document uses the correct template
Ensure the selected status actually occurred
The workflow triggers unexpectedly
Review template and recipient filters
Ensure multiple filters are not too broad
Frequently Asked Questions
What documents can be used with this trigger?
Any document or contract created from an available template can be used.
Can I apply multiple filters?
Yes. You can combine template, recipient type, and status filters in one trigger.
Can I automate actions when a document is declined?
Yes. Use the Declined status to trigger notifications, tasks, or follow-ups.
Can I edit a workflow after publishing?
Yes. Save and republish after making changes.
Can I duplicate workflows using this trigger?
Yes. Duplicating workflows allows you to reuse automation logic with different filters.
What document statuses are supported?
Completed, Sent, Signed / Accepted, Viewed, and Declined.