Are you also a fan of slack? In Contractbook, we use this tool for all internal communication. We even use Slack for external communication with close partners.
Imagine e.g. your sales department getting all hyped and motivated because each of their signed sales agreements are announced in their internal Slack channel. The vibe and mentality that comes from this is priceless! You can have this integration running within 15 minutes by following the steps below.
Here’s what you need to get started:
- Contractbook account
- Zapier account (free)
- Slack account (free)
How to set up your integration with Slack
- Create or log in to your Zapier account and make a new Zap. Now select Contractbook as your trigger. Choose Contract Updated as your trigger event and connect your Contractbook account. You are now able to specify the trigger with the following events: “Edited and Resent”, “Rejected”, “Changes Requested”, “Signed”, and “Resent”.
- Now select Slack as the second step in your Zap. You have several options to specify your action event in slack meaning you can send a message directly to a person or a channel. Before turning your new Zap on, you just need to customise your message. You could for instance define your automated message to include the name of the sales person, the customer, signing date, or even extract and attach the contract as a PDF.
- Turn on your new Zap! Easy as that.
Never again miss an opportunity to instantly react to important matters such as your contracts! If you have any trouble following the above steps simply reach out in our support chat and we will be happy to guide you.