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  1. Help Center | Contractbook
  2. Contractbook Automations

Contractbook Automations

A collection of articles to help you manage the entire lifecycle of your contracts by automating every part of them.

Contractbook in-app Automation builder

  • How to automatically upload signed documents?
  • How to automatically create or update data fields?
  • Data field date is reached - automation trigger
  • Data field updated - automation trigger
  • How to automatically pre-fill a form once a contract is signed?
  • Can I automatically send a contract for signatures on a specific date?
See all 28 articles

Contractbook integrations

  • How can I integrate Contractbook with the rest of my tech stack?
  • Automatic draft creation and deal update: HubSpot integration
  • Automatic draft creation and opportunity update: Salesforce integration
  • I want to integrate with a tool I cannot find in-app - what should I do?
  • How can I set up a HubSpot integration with Contractbook?
  • How can I use Contractbook and HubSpot integration?
See all 28 articles

Custom Automations

  • Form is completed - automation trigger
  • How to use "transform data" automation action?
  • Get your Contractbook DPA
  • Automated data collection (NDA and DPA)
  • Can I Bulk Send one contract to many recipients at the same time?
  • Automated data processing agreements (DPA)
See all 13 articles

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