Triggers

Triggers

A trigger is the event that starts your automation. Every automation has exactly one trigger. Choose a trigger category and then a specific event.

Document Triggers

• Document Sent — Fires when a document is sent to a recipient.
• Document Viewed — Fires the first time a recipient opens the document link.
• Document Opened — Fires every time the document is opened (including repeat views).
• Document Downloaded — Fires when the recipient downloads the PDF.
• Document Status Changed — Fires whenever the document status changes (e.g., sent → viewed, viewed → signed).
• Document Expired — Fires when a quote or proposal passes its validity date.
• Document Archived — Fires when a document is archived.

Signature Triggers

• Signature Requested — Fires when a signing request is sent to a signer.
• Signature Completed — Fires when any individual signer completes their signature.
• All Signatures Done — Fires when all required signatures on a document have been collected.
• Signature Declined — Fires when a signer declines to sign.
• Signature Expired — Fires when a signing link expires without being used.
• Sequential Signer Turn — Fires when the next signer in a sequential signing workflow becomes active.
• Reminder Sent — Fires when a signing reminder email is sent.

Payment & Invoice Triggers

• Payment Received — Fires when any payment is successfully recorded (Stripe or manual).
• Payment Failed — Fires when a Stripe payment attempt fails.
• Partial Payment — Fires when a payment is received but the balance is not fully paid.
• Invoice Sent — Fires when an invoice is sent to the recipient.
• Due Date Approaching — Fires a configurable number of days before an invoice’s due date.
• Invoice Overdue — Fires when an invoice passes its due date without full payment.
• Invoice Paid in Full — Fires when the entire invoice balance is paid.

Form Triggers

• Form Submitted — Fires when a public form receives a completed submission.
• Form Viewed — Fires when someone opens the public form page.
• Form Started — Fires when someone begins filling out the form (first interaction).
• Form Abandoned — Fires when a form is started but not submitted.

Contact Triggers

• Contact Created — Fires when a new contact is added (manually, via import, or from a form submission).
• Contact Updated — Fires when any field on an existing contact changes.
• Contact Tagged — Fires when a tag is applied to a contact.
• Contact Untagged — Fires when a tag is removed from a contact.

Record Triggers

• Record Created — Fires when a new custom entity record is created.
• Record Updated — Fires when a record’s fields change.
• Record Tagged — Fires when a tag is applied to a record.
• Record Untagged — Fires when a tag is removed from a record.

Time-Based Triggers

• Scheduled — Fires on a recurring schedule (e.g., every day, every week).
• Days After Sent — Fires a specified number of days after a document was sent.
• Days Before Due — Fires a specified number of days before a document’s due date.

Scheduler/Booking Triggers

• Booking Created — Fires when a new booking is made (by a guest or admin).
• Booking Confirmed — Fires when a booking is confirmed (auto or manual).
• Booking Cancelled — Fires when a booking is cancelled by you or the guest.
• Booking Declined — Fires when you decline a pending booking.
• Booking Rescheduled — Fires when a booking is rescheduled to a new time.
• Booking Completed — Fires when a booking is marked as completed.
• Booking No-Show — Fires when a guest is marked as a no-show.

Manual Trigger

• Manual Trigger — Does not fire automatically. Start the automation manually from the UI. Useful for workflows you want to run on-demand.

Trigger Filters

Most triggers support additional filtering to narrow when they fire:

• Document type — Only trigger for specific document types (invoice, quote, contract, proposal).
• Form — Only trigger for a specific form.
• Tags — Only trigger when specific tags are present.