Articles on how to automate workflows and save time through integrations
A basic introduction to how you can create your own Salesforce integrations in our in-app automation builder.
Contractbook automation: Updating your Salesforce opportunity in case of contract changes
Contractbook Automations: Send a message via Slack 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!
Get notified in Slack about important interactions with your contracts
If you often handle standardised contracts, this is just the thing for you!
This is the right integration for you if you want to make your HR workflow even easier!
Our smart “electromagnetic“ Gmail importer extracts contracts from your Gmail account and uploads them to an organised overview on Contractbook.
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.
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.
Learn how to send multiple contracts at once by using our mass contrat sending assistant.
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.