Ideas for SalesPad Desktop

Document release triggers workflow steps

The SalesPad Web API does not trigger workflow steps when triggering a document forward. This could be because the forward action is intended to be for skipping workflow steps, but the API should also support actual document release to trigger forwards. We use this method to automate forwarding documents when they are updated by third-party systems or other processes to automatically forward. This saves us time forwarding boxes that can be spent on more valuable activities processing orders.

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  • May 9 2017
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    Jacob Pegg commented
    May 16, 2017 17:10

    After further evaluation, we are going to go ahead and add this to the production schedule for the fall release.  We'll be in touch when we have a more solid timeline.

  • Grant Peterson commented
    May 16, 2017 17:14


  • Rebecca Jensen commented
    May 16, 2017 18:19

    Exciting news!!

  • Grant Peterson commented
    January 19, 2018 18:41


    Has this been implemented? We are still not able to use workflows via the API to their fullest extent with the forward action being broken.