--- title: Setting Up Automatic Contract Sends through Workflows description: Step-by-step Guide on How to Setup your Contract Automation through Workflows --- [Skip to content](https://help.vintory.com/setting-up-automatic-contract-sends-through-workflows#main-content) English Show submenu for translations ![vintory Logo\_web\_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Owner Contracts](https://help.vintory.com/owner-contracts?hsLang=en) # Setting Up Automatic Contract Sends through Workflows ## Step-by-step Guide on How to Setup your Contract Automation through Workflows Updated: June 25, 2025 **Here are the steps on how to setup your contract Automation through workflow:** - Go to '**Automations**' - Under '**Workflows**' select '**Sales Pipeline**' - Find '**Send Contract'** or some accounts may have '**Send Contract \[Please contact Support to set up\]',** and just click that. - Once inside the '**Send Contract Workflow**', click the Trigger '**Pipeline Stage Changed**' - Under '**Filters**', it should show '***In Pipeline***' - '*Sales Pipeline*' and '***Pipeline Stage***' - '*Send Contract*' - Next is make sure you have the correct '**Assigned to User**' - Next is the '**Sending Contract Now**' it's going to be that email that sends out to the homeowner letting them know that you have just sent out the contract and they will be receiving it anytime now. You can edit this to your preferred message to be sent out. - On older workflows, delete the '**Webhook**' action (skip this step if you do not see an action titled Webhook). - **Add an action** by clicking the **+ button**. - Search and select **Send Documents and Contracts** action. (formerly called Proposals & Estimates) ![](https://help.vintory.com/hs-fs/hubfs/Screenshot%202024-03-19%20at%2012-20-35%E2%80%AFPM-png-1.png?width=348&height=379&name=Screenshot%202024-03-19%20at%2012-20-35%E2%80%AFPM-png-1.png) - Under '**From User**' select the person you want the contract to be coming from - Under '**Template**' you just need to select the **Template/Contract** you want to be sent - Click '**Save**' - And then 'Publish' the workflow by hitting the **Publish** button on the upper right hand   'Send Contract' workflow may be located in a different folder depending on your subscription level, but you can search for 'Send contract' or it may say 'Send Contract \[Please contact Support to set up\] or 'Send Contract (Set up Owner Contract prior to publish)   - [Sales Training & Education](https://help.vintory.com/sales-training-education?hsLang=en#main-content) - [Success Hub](https://help.vintory.com/sales-training-education?hsLang=en#success-hub) - [Sales Training](https://help.vintory.com/sales-training-education?hsLang=en#sales-training) - 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