What triggers and actions does GoCo support with Documents?

The GoCo Connector allows you to automate processes like sending a copy of a document to an email once completed. Keep reading for a full list of GoCo's Document triggers and actions.

Document Triggers and Actions 

• Trigger: Document updated

• • Now you can create recipes to trigger reminders, slack messages, emails, etc when a certain step of a document changes! 

• • Here are some recipe examples that are now possible:

    • When a document is completed, send a copy via email

    • When an offer letter is signed, alert someone in Slack

    • When a Form I-9 document requires verification, post to MS Teams

• Action: Start a document

  • This action has a super duper handy dropdown that shows all document templates. Simply select one or use the document ID.

     

• Action: Company Document Templates List

  • Will show Template ID, Name, Description, and Kind

  • For recipe templates, we will need this action to filter by a hard-coded template name, or a variable the user can change to suit their needs.

What use cases are unlocked now?