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Knowledge Base/Documents & Contracts/Workflow Trigger - Documents & Contracts

Workflow Trigger - Documents & Contracts

This article explains how to use the “Documents & Contracts” workflow trigger to automate actions based on document status. Whether a document is sent, signed, viewed, or completed, this trigger allows you to kick off automated workflows like sending

Last updated: May 26, 2026


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On this page

  • What is Documents & Contracts Workflow Trigger?
  • Key Benefits of Documents & Contracts Workflow Trigger
  • How to Configure the Documents and Contracts Workflow Trigger
  • Navigate to Automation
  • Add a New Trigger
  • Name Your Trigger
  • Add Filters
  • Choose Filter Fields and Conditions
  • Recipient Type Filter
  • Status Filter
  • Template Filter
  • Value Filter
  • Save Your Trigger
  • Frequently Asked Questions

In this folder

  • How to use Documents & Contracts?
  • Documents & Contracts: Email Templates and Team Notifications Setup
  • Multiple recipient support on Documents & Contracts
  • How to Create and Send Document or Contract Templates Automatically in a Workflow
  • Workflow Trigger - Documents & Contracts
  • Easy Management of Documents and Contracts within Contacts
  • How to Set Signing Order for Recipients in Documents and Contracts
  • How to Share Documents and Contracts Templates
  • How to Use Documents and Contracts in the Mobile App
  • Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
  • How to Configure and Accept Tips on Invoices
  • How to Track Activity for Documents and Contracts
  • Documents & Contracts Templates with Opportunity Custom Values
  • Link Custom Values to Text and Date fields: Documents and Contracts
  • Split Columns Support: Documents & Contracts
  • Automatically Generate Invoices from Signed Documents & Contracts
  • Documents & Contracts: How to automate sending invoices when documents are signed
  • How to redirect a user to a specific page after signing a contract?
  • How to Use Document Expiration in Bizura Documents
  • Attach Files to Documents & Templates

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