If the tool you want to integrate with Contractbook is not yet listed under Automations - Integrations, you can choose one of the following custom integrations:
Webhooks
What are Webhooks?
A webhook can be described as a lightweight, event-based API that powers one-way data sharing across the web. Webhooks are an effective method for your applications to communicate with each other.
In essence, webhooks allow you to send real-time data from one application to another whenever an event occurs.
How do Webhooks work?
Webhooks are different from APIs.
While APIs need to pull data from a server periodically to stay up to date, webhooks simply push data to a unique URL as soon as a given event occurs. Therefore using webhooks is faster than using APIs and requires fewer configuration steps.
Webhooks are HTTP POST requests that carry a payload and are transmitted to a unique URL.
Using webhooks triggers and actions in the Automation Builder lets you automatically receive or dispatch event-based messages about your contracts inside Contractbook.
This means that you can build simple workflow automations between Contractbook and third-party applications, even if we do not have a native integration to these.
You can use webhook triggers and actions to achieve this:
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Webhook Trigger → Receive data from a third-party application into Contractbook
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Webhook Action → Push contract data from Contractbook to a third-party application
This allows you to:
- Automate manual work steps in your contract management process across applications
- Accomplish consistent data across all of your applications
- Eliminate the risk of manual errors and tedious manual work
Example workflow:
For example, you can set up an in-app automated workflow in which each time a contract is fully signed, a renewal request will automatically be sent to Google Calendar by fetching the exact renewal date of the signed contract.
- Trigger event: Contract is fully signed
- Action: Send a webhook request to Google Calendar and create an event with the contract's title scheduled for the exact renewal date
- Data payload: Data fields: Renewal date
Webhooks It will allow you to integrate almost every possible tool with Contractbook.
For more technical documentation regarding webhooks and public APIs, click here.
If you want to know more about webhooks and how you can use them for your integrations, you can read our article or reach out to us anytime by contacting our Support Team.
Public APIs
For any use case which cannot be designed with webhooks, you can access our public APIs and get a tailored solution developed in collaboration between you and our developers.
We invite you to a dedicated communication channel where the conversation with our experts will focus on finding the best for your use case-tailored solution.
Here is the official public APIs documentation your developers will use if you purchase access to Contractbook public APIs.