Freeform automations and new triggers/actions

When you navigate to Automations in the sidebar, you’ll now see a “Start from scratch” option. This allows you to design custom workflows by selecting specific triggers and actions to suit your needs. Additionally, we’ve rolled out new triggers and actions, enabling you to create more robust and dynamic workflows.

Triggers

1. Clients logs in for the first time
2. Client created
3. Company created
4. New: Form submitted
5. New: Contract signed

Actions:

1. Assign a contract
2. Upload files and folders
3. Assign a form
4. New: Send a message