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Automation and integration

Automation and integration

Articles on how to automate workflows and save time through integrations

Automation Builder

Contractbook Automation builder enables you to optimise your contract management

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Contractbook Automations: Create your own Salesforce integrations

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

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Contractbook Automations: Updating your Salesforce opportunity

Contractbook automation: Updating your Salesforce opportunity in case of contract changes

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Contractbook Automations: Send a message via Slack integration

Contractbook Automations: Send a message via Slack integration

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Contractbook and Pipedrive integration

What about limiting your contract handling to a simple drag and drop action? This powerful integration setup enables you to automatically send contracts and update a deal's stage upon signature!

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Contractbook and Slack integration

Get notified in Slack about important interactions with your contracts

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Contractbook and Typeform integration

If you often handle standardised contracts, this is just the thing for you!

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How to generate API keys on Contractbook

Contractbook gets your contracts organised digitally!

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Contractbook and Salary integration

This is the right integration for you if you want to make your HR workflow even easier!

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Gmail importer

Our smart “electromagnetic“ Gmail importer extracts contracts from your Gmail account and uploads them to an organised overview on Contractbook.

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Automated data collection

If you work with standard agreements in large numbers, this automation is perfect for you. Via an integration with Zapier and Typeform, Contractbook enables you to autogenerate signed versions of these contracts by collecting the necessary data through simple questionnaires.

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Automated data processing agreements

Through an integration between Typeform and Contractbook, you can automatically generate and collect data processing agreements with your customers and have them stored in an organised overview.

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The mass contract sending assistant

Learn how to send multiple contracts at once by using our mass contrat sending assistant.

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Template generator

With our new template generator, you can now upload your contract templates to the platform, and they will be transferred into our data-rich format.

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Automations

Contractbook offers a variety of different automations you can use to power up your contracts. Check out this page to get an overview of your opportunities.

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