If you're often handling standardised agreements and even lots of them, this is for you. Contractbook lets you create simple integrations through zapier which might very well free up a lot of the time spent manually handling contacts until now. Let the tech work for you!
Here's what you need to get started:
• Contractbook Business Account (27€ monthly)
• Zapier Account (free)
• Typeform Account (free)
Imagine any form of agreement that is completely similar in each case. You're responsible of getting others signatures on these agreements before you, they or some event can proceed. A classic example is gathering consent from participants of events where i.e. you want to be able to use photo- and video material afterwards.
This specific integration is best suited in case you need to generate agreements on-the-spot and simply just doesn't have names and emails for recipients beforehand.
Your end result will be a custom tailored and designed questionnaire which asks all relevant questions in order to finalise an agreement. If the content of your agreement is always the exact same, all required info for your digital contact with Contractbook is email and name. Once your questionnaire is submitted the contract is automatically created, signed on your behalf and sent to the specified recipient. The end-uses will then simply access the contract from an encrypted link in an email, read the contract and verify their signature with an sms verification-code. Easy!
How to set up your integration
This integration can also handle cases where an agreement contains variables depending on the recipient. All you really need to do is connect the answer to specific questions from your questionnaire to specific fields in your contact template in Contractbook. Now let's get a bit more technical.
- In Contractbook you'll have to create your own template and insert editable fields for any variable info that you'll ask in your Typeform. Once your template is ready, go and create an api-key in your Profile Settings on Contractbook. Now you need your questionnaire.
- In Typeform you register a free account if you don't already have one. Create a new typeform from scratch and be sure to ask at least for the recipients name and email. Here's where you need to ask questions for each additional variable in your agreement. Now you connect the dots.
- In Zapier you also create a free user unless you already have one. Simply select to make a new zap and choose typeform as your first step.
A) Your first step will always act as the trigger initiating a series of actions. If you haven't made any integrations with typeform before, you'll need to connect your account. After that's done you can select the questionnaire that you created for this purpose.
B) Now add the second step which becomes the action that's being executed when your trigger is activated. Select Contractbook as the next step and connect your account with the api-key that you made from your Contractbook profile. Choose the action to be Create Contract and start matching your answers from the questionnaire with the editable fields from your contract-template.
Hopefully this helped you at least some of the way to set up your integration!
If you have problems setting up your integrations you're of course always welcome to reach out to our Support-chat. We'll assist you in making the tech work for you.