Contracts
Streamline your contract lifecycle with automated workflows. When a client signs a contract, automatically update their status, send onboarding materials, and notify your team. When contracts are cancelled, trigger offboarding sequences and retention campaigns — all without manual intervention.
Triggers
Contract Signed
Triggered when a contract is signed by a client.
Contract Cancelled
Triggered when a contract is cancelled.
Actions
This integration does not have actions — it provides triggers for your automations.
Example Automations
Onboard after contract signing
When a contract is signed, update client status and send a welcome email.
About Contracts
Contracts mark key moments in your client relationships. With moreflow, every contract signature or cancellation can trigger an automated workflow — from updating CRM statuses and sending welcome packages to triggering retention campaigns. Eliminate manual tasks and ensure a consistent experience for every client.