Infinity3 Help Centre

Use a document-status workflow to notify your team or create an onboarding task after an agreement is completed.

Before you start

You’ll need a tested document template and permission to edit workflows. Decide which agreement should start the process and who owns the next step.

Configure the trigger

1. Open Automation → Workflows.
2. Create a workflow with a clear name.
3. Select Add New Trigger → Documents & Contracts.
4. Set the Status filter to Completed.
5. Select the intended Template filter.
6. Review Recipient Type and other available filters for your process.
7. Save the trigger.

Use Completed when the next step requires the whole document process to finish, rather than relying on one recipient’s signature event.

Add the next actions

Add the required internal notification, task or supported record update. Specify the responsible user and useful context.

For example, create a task for your onboarding colleague to review the completed service agreement.

Test the full process

Save in Draft and review the actions. Publish for a controlled test, then complete a sample document with test recipients.

Check Enrollment History, Execution Logs and the actual task or notification.

Things to know

• Document completion does not confirm payment; check payment separately if onboarding depends on it.
• Review re-entry if the same customer may complete several agreements.
• Check existing workflows for overlapping actions.

Contact Infinity3 with the document, workflow and completion time if follow-up does not run.