The ability to merge and send a document without user oversight or intervention potentially poses a great risk. Remember that every time the Salesforce workflow rule fires, the Conga Trigger process runs as well, meaning the merged output file will be generated, which can have far-reaching implications, such as an infinite loop.
For example, assume your Salesforce workflow rule is set to evaluate every time a record is edited and you’re using a checkbox field as the rule criteria (e.g. “Conga Trigger equals true”). If you don’t include an additional field update workflow action to disable the checkbox field after Conga Trigger fires, then a document will be generated every time the record is edited.
Thoroughly test your solution and confirm it’s working correctly before deploying it fully.