Contractbook in-app Automation builder
Step-by-step guides on how to create your own automated workflows without the need for developers.
- 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
- Share document automation
- Move to folder automation
- Add to a shared folder automation
- Review task automation
- Approval task automation
- Custom task automation
- Reminders automation
- Drafter questionnaire completed - automation trigger