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Contractbook Automations: Create your own Salesforce integrations

Contractbook Automations: Create your own Salesforce integrations

Tobias Rudolf Justesen
November 9, 2021

A basic introduction to how you can create your own Salesforce integrations in our in-app automation builder.

Contractbook offers a variety of integration opportunities you can use to empower your contract management. These automations replace human resources with mechanical processes and enables you to increase efficiency and mitigate the risks of human errors to syncronize your data between agreements, billings, and contracts.

They enable you to leave behind the tedious, manual treadmill work of your legal work so you can focus on other important matters. 

What is it all about?

With our in-app automation builder you can create and design your own cross-platform integrations or use existing suggested workflows to erase the most common time-consuming tasks of your contract management. 

Below, you will get a basic introduction to how you can create your own Salesforce integrations in our in-app automation builder.

So how do we do it?

First and foremost, you need a template, the skeleton of your future contracts, that will get data-enriched from your integration, in this example, from Salesforce. 

Keep in mind you need a Salesforce account to create the automation.

With the contract template and your Salesforce account ready, we can move on to begin setting up the integration.

  1. Click on Automations located in the top menu of your overview.
  2. Once you are there, head to Integrations on the left-hand side.
  3. Click Connect on the Salesforce bracket, to initiate the integration.
  4. In the pop-up window, use your Salesforce login credentials to connect.
  5. Once you are connected to Salesforce, head back to My automations.
  6. You will see a few recommended automation flows already, but to create your own, click Create new.
  7. The first thing you need to is to set the trigger event. In this instance, we will use Opportunity stage is changed.
  8. Then we need to establish what opportunity stage will trigger it - you can choose whichever but here we will go with Proposal and click Save.

The next steps

Now we need to tell the system what action to take when the trigger event occurs.

  1. Click Create a draft.
  2. In the page on the right-hand side, choose the predefined template from the drop-down menu.
  3. Your signature information from the template will automatically get populated and you can now add the additional information from the receiving party.
  4. By choosing Company name the signee details will automatically get populated based on the information from your Salesforce opportunity.

Now we can choose which data points from the opportunity we would like to add to the contract proposal.

Once you have added the data points you wish, click Save.

And finally

With the action, Create a draft, pinned down we now want to make sure the opportunity is also easily accessible in Salesforce.

Therefore, we will Update opportunity.

  1. First we determine what opportunity we want to update by choosing the appropriate Opportunity ID in relation to this automation.
  2. Then we choose what data input/property we want to update on the opportunity, in this instance Contract Link.
  3. To identify the link, select the value: Document URL.

Lastly, what we recommend is to give the automation a name in the upper-left corner.
Once you have named you automation and every step above is done, click Publish in the upper-right corner.

You have now successfully created your own Contractbook x Salesforce automation which will help you ease your contract management flow, eliminate time and human errors with automatic updates in your contracts based on the information you have in Salesforce.