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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 can I use templates from Spaces in Automations?
  • What is a lookup table and how can I use it in my automations?
  • How can I use the Attachments tab in the Automation Builder?
  • How can I set up an automated workflow using Party and Signee variables?
  • How can I use Party and Signee contact details in my automations?
  • Use dynamic tables for your automations
See all 33 articles

Contractbook integrations

  • What do I need to integrate Contractbook with Zenegy?
  • What do I need to integrate Contractbook with Salesforce?
  • How can I use Contractbook and HubSpot integration?
  • How can I use Contractbook and Pipedrive integration?
  • How can I integrate Contractbook with the rest of my tech stack?
  • Contractbook in-app Zenegy integration
See all 30 articles

Custom Automations

  • Can I Bulk Send one contract to many recipients at the same time?
  • Using conditional logic in JSON templates - Partner Tools
  • How to set up your KYC workflow
  • Automated data collection (NDA and DPA)
  • Automated data processing agreements (DPA)
  • How to create a questionnaire in Partner Tools
See all 8 articles
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