Add "document uploaded" trigger in workflow
A
Ali Turner
The new contact tab for "documents" is great, but it needs to be a trigger like "contact changed" for custom fields, where when a document is uploaded to a contact, that can trigger a workflow that could notify other assigned users/followers, notify the contact, or change the pipeline stage... etc.
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K
Keith Besherse
And a workflow action to send the document or the contents of a form submission as a pdf attached to an email.