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Contractbook

Connect Contractbook integrations

Finalize your team's legal agreements by automating Contractbook to generate custom templates and manage digital signatures. Linking this platform to over 3,000 integration apps lets you instantly extract contract data, track renewal deadlines, and sync approved PDFs with your CRM. Register for free today to begin automating your contract workflows.

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Contractbook

This app is supported and maintained by our partner #makeitfuture..

Triggers and actions

Developed, supported and maintained by community users.

Create Document from Template
Creates a new document from a template.
Action
Get a PDF Copy of a Document
Gets a PDF copy of a document by ID.
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Send Document for Signature
Sends a document in a draft state specified by ID.
Action
Update Document
Updates a document.
Action
List Documents
Lists a paginated and filtered list of documents. The module can be used to get all the documents or to filter them by ID or title.
Search
List Templates
Lists templates. The templates can be filtered by title.
Search
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Supercharge your workflows

Maximize Efficiency: Automate Your Contractbook Workflows with Make

By integrating Contractbook with Make, you can automate your contract workflow from start to finish. Instantly sync your CRM, send status alerts to Slack, and archive signed agreements without any manual data entry.

Automated Contract Generation

Automatically draft and send contracts in Contractbook when a deal closes in your CRM, eliminating manual data entry.

Seamless Document Archiving

Instantly save finalized contracts from Contractbook to cloud storage solutions like Google Drive or Dropbox for secure backup.

Instant Status Alerts

Keep your team updated by sending automated Slack messages or emails the moment a contract is signed or updated.

Synchronized CRM Records

Keep your client database accurate by automatically updating CRM details as soon as a contract's status changes.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.