Trigger automations with the completion of a form

What do I need for the automation setup?

• Foundation Contractbook subscription 
• Admin rights to create forms
• A completed form that will trigger the automation 
• A template for the contract draft you want to be created in Contractbook once the form is completed 

How can I create a new form?

• If you already have access to create and manage forms yourself, you can create a form: Here is step-by-step guidance on how to do that.
• Click on Automations tab from the main menu and then on the blue button Create new at the upper right-hand corner.
• You will be redirected to a pop-up window where you can customize the automation's setup. To begin with, select the form completed trigger from the drop-down menu. This will automatically open a configuration window to the right, where you can define which form should start the automation.

Since you do not have a form yet, you will be able to submit your request from the Request access button or read more about Contractbook Drafter by clicking on Learn more:

Click here for step-by-step guidance on how to automatically create a new contract draft once a questionnaire is completed.

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.