Post messages in Mattermost when documents expire in Cling
Improve productivity and keep your team informed about expired documents in Cling by using this workflow. When a document expires in Cling, this automation sends a corresponding message in Mattermost. This process ensures immediate communication without having to manually track and report expired documents.
Improve productivity and keep your team informed about expired documents in Cling by using this workflow. When a document expires in Cling, this automation sends a corresponding message in Mattermost. This process ensures immediate communication without having to manually track and report expired documents.
- When this happens...Document Expired
Triggers when a document changes status to expired.
- automatically do this!Post Message
Post a new message to a channel.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note