Use clicks on Sales Documents as trigger (e.g. for workflow)

[MarcelMoscatell]

Hey, @jbartola! Any updates about this?

[MeganLegge]

Hi Folks,

Sales document triggers were previously made available as workflow triggers. Apologies for the delay in communicating the update.

Best,

Megan

triggers on an event - sales document

trigger on a sales docuement

[JSteneros]

I can’t see Sales documents in my Triggers like you show on the screenshot. How can i enabled that.

[ChrisEustace]

Hi all,

We recently released the official integration for Box and HubSpot, which will allow for this.

Have a look at our integration on the marketplace here:

HubSpot Marketplace