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Contractbook Automations
Contractbook integrations
- Installing and configuring the “Contractbook app” package in Salesforce
- Contractbook in-app Zenegy integration
- What types of Salesforce variables can I use in my Contractbook automations?
- What do I need to integrate Contractbook with Pipedrive?
- How can I use Contractbook and Pipedrive integration?
- Contractbook in-app Pipedrive integration
- Automatic draft creation and opportunity update: Salesforce integration
- I cannot connect to Salesforce and my automation fails - what should I do?
- Automatic draft creation and deal update: Pipedrive integration
- How can I use Contractbook and HubSpot integration?
- Automating contract creation from HubSpot using the “Automation is triggered” trigger in Automation Builder
- How to set up the integration between Contractbook and Salary?
- Contractbook and Slack integration via Zapier from scratch
- Contractbook in-app Salesforce integration
- How to automatically create a new employee in Salary when an employment contract in Contractbook is signed?
- What do I need to integrate Contractbook with Salesforce?
- Contractbook in-app Humaans integration
- How to automatically create a new hire in Humaans when an employment contract in Contractbook is signed?
- Can I use custom objects in automations with Salesforce?
- I want to integrate with a tool I cannot find in-app - what should I do?
- Automatic employees creation and update: Zenegy integration
- How can I set up a HubSpot integration with Contractbook?
- Automatic draft creation and deal update: HubSpot integration
- Filter your dynamic tables
- How can I use Contractbook and Zenegy integration?
- What do I need to integrate Contractbook with Salary?
- Premade Contractbook and Slack integration via Zapier
- Create contract in Contractbook from HubSpot - HubSpot user perspective
- How can I use Contractbook and Salary integration?
- What do I need to integrate Contractbook with Zenegy?
- How can I use Contractbook and Salesforce integration?
- How can I integrate Contractbook with the rest of my tech stack?
Custom Automations
- Verifying contracts uploaded with AI upload
- How can I use multiple dynamic tables within the same template in my automations?
- Get your Contractbook DPA
- Automated data collection (NDA and DPA)
- How can I use webhooks in Contractbook Automation Builder
- AI import your old contracts
- Automated data processing agreements (DPA)
- How to set up a webhook trigger in Contractbook Automation Builder?
- Custom contract types and data fields in AI Import
- How to set up a webhook action in Contractbook Automation Builder?
- How to "transform data" in automations?
- Form is completed - automation trigger
- Use dynamic tables for your automations
- What is a lookup table and how can I use it in my automations?
Contractbook in-app Automation builder
- How to automatically create a new contract draft?
- Document is sent for signature automation trigger when a contract is edited and resent again
- Create contract in Contractbook from Salesforce - Salesforce user perspective
- How can I use the Attachments tab in the Automation Builder?
- Send a Slack message automatically upon signature
- Data field date is reached - automation trigger
- Contract is opened - automation trigger
- How can I use numbers formatting in dynamic tables?
- What do I need to integrate Contractbook with QuickBooks?
- Data field updated - automation trigger
- Default data fields automations
- Set AND/OR conditions for your Automations
- How can I set up an automated workflow using party and signee variables?
- Task due date is reached - automation trigger
- Can I automatically send a contract for signatures on a specific date?
- How to start automations when a contract becomes pending?
- Where can I find the reason for a failed automation?
- How to automatically pre-fill a form once a contract is signed?
- Task is done - automation trigger
- How to send a contract for signature automatically?
- How to automatically create or update data fields?
- How can I connect Contractbook and Slack?
- Move to space automation
- Can I manage shared contract permissions automatically?
- Lookup table in HubSpot automations
- How to automatically upload signed contracts?
- How can I send private Slack messages automatically?
- How can I use dynamic tables?
- How do I add a dynamic table to my templates?
- Build the automation using the Salesforce “Flow is completed” trigger
- How to automatically create a new invoice in QuickBooks when a contract is signed?
- Automating contract creation from Salesforce using the “Flow is completed” trigger in Automation Builder
- How can I use Contractbook and QuickBooks integration?
- How can I use party and signee contact details in my automations?
- Who becomes the owner of a new draft from Create draft automations?