Contractbook in-app Automation builder
- Document is sent for signature - automation trigger
- Task is done - automation trigger
- Using Party or Signee variables - Contractbook in-app Automation Builder
- Contractbook Automations
- Create draft automation
- Send contract for signature automation
Contractbook integrations
- Contractbook in-app Zenegy integration
- Automatic employees creation and update: Zenegy integration
- Webhooks - Contractbook in-app Automation Builder
- Contractbook in-app Humaans integration
- Send a message upon signature: Slack integration
- Contractbook in-app HubSpot integration
Custom Automations
- How to connect a questionnaire with a JSON template in Partner Tools
- Automated data collection (NDA and DPA)
- Automated data processing agreements (DPA)
- Use dynamic tables
- How to create a questionnaire in Partner Tools
- How to connect a questionnaire with a DOCX template in Partner Tools