Your workflows just got an upgrade — with new triggers that make automation simpler, sharper, and more flexible than ever.

How It Works

This update adds three new ways to trigger workflows automatically — giving you more control over how and when actions fire.
It’s all about smarter logic and fewer workarounds.

Here’s what’s new:

1. Form Submissions (Multi-Select Support)

You can now trigger a goal from multiple forms instead of just one.
Perfect for agencies or teams that manage similar opt-ins, quizzes, or lead magnets.

• Choose one or more forms from a new multi-select dropdown

• Goal activates when any selected form is submitted

Use Case:
A marketing agency can now use one workflow to follow up with leads from any of their client’s lead forms — without needing separate workflows for each.

2. Payment Received / Invoice Paid

Workflows can now automatically respond to successful payments.
Whether it’s onboarding new clients, sending reminders, or triggering receipts — everything runs hands-free.

• New goal type under “Select Type of Goal”

• Trigger logic fires when payment matches your selected filters (e.g., Product + Status = Successful)

Use Case:
Move clients into onboarding automatically after their first payment.
Or send reminders for failed or delayed payments.

3. Document Status (Opened, Signed, Completed, etc.)

Track proposals, agreements, and contracts throughout their entire lifecycle — directly from your workflow builder.

• New goal type for key document stages: Signed, Declined, Completed, Viewed

• Optionally filter by template to focus automation on specific document types

Use Case:
Send a follow-up 24 hours after a proposal has been opened but not signed.
Or kick off onboarding as soon as a contract is marked “Completed.”

Why This Matters

These new triggers mean fewer duplicated workflows and fewer manual steps.
Instead of relying on complex branching logic or separate automations, you can now:

Create flexible, multi-form follow-ups
Automate billing and client payment journeys
Track document progress without third-party tools

Everything stays clean, simple, and fully integrated.

How to Use

1. Open any workflow and add a Goal Action

2. Under “Type of Goal,” choose one of the new triggers:

   • Form Submitted (Multi-Select)

   • Payment Received / Invoice Paid

   • Document Status (Opened, Signed, Completed, etc.)

3. Configure filters and logic for your use case

4. Save and activate — the system now tracks these events automatically