Request Contractbook contract signatures whenever a new row is added on Airtable
When this happensStep 1: New Record
Then do thisStep 2: Create Contract
If you're already logging your potential customer information on your database, there's no need to re-enter it in order to send out contract requests - Zapier can handle that automatically. After you've set up this integration, we'll automatically send out a contract for signature request via Contractbook whenever a new row is added on Airtable so you don't have to spend time doing it yourself.
How this Airtable-Contractbook integration works
- You add a new record in Airtable
- Zapier uses one of your Contractbook templates, fills in the details in the template and sends the contract for signature request