Goal Actions in Workflows just got a major upgrade — you can now configure goals that reflect more real-world customer journeys. These new goal types reduce complexity and make automations cleaner, faster, and smarter.

✨ What’s New

• Expanded goal types for greater flexibility

• Multi-form support for “Form Submitted” goals-

• New “Payment Received” and “Document Status” triggers

• Simplified configuration experience

📋 Key Highlights

📝 Form Submitted (Multi-Select Support)

You can now trigger a goal when any of multiple selected forms are submitted — ideal for agencies managing multiple opt-ins or lead magnets.

Highlights:

• Choose one or more forms using a new multi-select dropdown

• Goal is achieved when a contact submits any of the selected forms

Use Case:

Universal Opt-In Handler

Context: A marketing agency wants to follow up with users who submit any newsletter or lead magnet form

Automation: Uses “Wait until form submitted” with multiple forms selected

Benefit: Eliminates branching logic and unifies opt-in triggers

💰 Payment Received / Invoice Paid

Workflows can now respond to payment and invoice events — perfect for onboarding, reminders, or billing follow-ups.

Highlights:

New goal type in the “Select Type of Goal” dropdown

Trigger logic activates when payment matches selected filters (e.g., Product, Payment Status = Success/Failed)

Use Cases:

Move clients into onboarding automatically after first payment

Send reminders for failed or delayed payments

📄 Document Status (Opened, Signed, Completed, etc.)

Track proposals and contracts throughout their lifecycle — all inside your workflow builder.

Highlights:

New goal type for key document stages: Signed/Accepted, Declined, Completed, Sent, Viewed

Optionally filter by template

Triggers when document status matches selected condition (applies globally if no template is chosen)

Use Cases:

Send follow-ups 24h after a proposal is opened but not signed

Start onboarding automatically when a contract is marked “Completed”

⚙️ How It Works

• Open any workflow and add a Goal Action

• Under Select Type of Goal, you’ll now see:

• Form Submitted (Multi-Select)

• Payment Received / Invoice Paid

• Document Status (Opened, Signed, Completed, etc.)

• Configure filters and logic for your use case

• Save and activate — the system now tracks these events automatically