Similar to the button or status integration recipes, provide an integration recipe that allows us to generate documents from a specific subitem.
Definitely needed. I have voted after contacting support. Not sure if will happen as this was raised 3 years ago but hey lets try! Anyone else who needs this please vote. If we can do board updates on he Internal Notifications section to sub items I am sure we should be able to trigger the signature document based on the Status of the subitem.
Hi Lisa,
Thank you for your comment.
There is a way to trigger the signature document using a Status column of the subitem. You can setup a monday automation as shown in the screenshot below and they you just use the same Status label as a trigger for the DocuGen signature automation.
If you need help setting this up, I’d be more than happy to help you out on a call that you can book here.