Contractbook Integrations
Do More With Contractbook
Request contract signature via Contractbook for new Typeform entry
Tired of wasting time on filling out contracts or need to automate the process of requesting a signature? Now you can use Typeform to automate contract detail gathering and send a contracts for signature immediately. After you set up this integration, Zapier will send a contract out for a signature request whenever there's a new Typeform submission, filling out your template with your user's details so you can just wait for the signed document return.
Note: Make sure to provide a message in the Contractbook contract template. It's sent together with the email for signature request. The message is required but it's optional to adjust while setting it up in Zapier.
How this Typeform-Contractbook integration works
- A new submission is made on Typeform
- Zapier uses one of your Contractbook templates, fills in the details in the template and sends the contract for signature request
Apps involved
- Typeform
- Contractbook
Request contract signatures via Contractbook when new rows are added on Google Sheets
You can automate the process of requesting a signature and organize it all in a spreadsheet for transparency. After you've set up this integration between Google Sheets and Contractbook, Zapier will automatically send out contracts for signature using the information provided whenever you add a new row on your spreadsheet, so you never have to send them out manually again.
How this Google Sheets-Contractbook integration works
- A new row is added on Google Sheets
- Zapier uses one of your Contractbook templates, fills in the details in the template and sends the contract for signature request
Apps involved
- Google Sheets
- Contractbook
Request Contractbook contract signatures whenever a new row is added on Airtable
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
Apps involved
- Airtable
- Contractbook
Send Slack messages when Contractbook contracts are updated
Celebrate signed contracts with your whole team by sending notifications in Slack! Use this Zapier integration to get a notification in Slack every time a sent contract comes back home signed. Now your team is even more excited about closing the next contract!
How this Contractbook-Slack integration works
- A contract is signed in Contractbook
- Zapier sends a notification to chosen channel on Slack
Apps involved
- Contractbook
- Slack
Get notified in Slack when a Contractbook contract is signed
Celebrate signed contracts in Slack! Whether you are an avid Slack user or just want to have a simple way to stay up-to-date, this integration by Zapier will keep your notifications in sync. Every time a new contract is updated, you'll get a notification in Slack -- automatically!
How this Contractbook-Slack integration works
- A contract is signed in Contractbook
- Zapier sends a notification to chosen channel on Slack
Apps involved
- Contractbook
- Slack
Add newly signed Contractbook contracts as PDFs in Dropbox
If Contractbook's storage is not enough for you, you can use this automation to create a PDF file from any signed contract and save it in your Dropbox account. Once enabled, a new PDF will be added to your Dropbox account whenever a new contract in Contractbook is marked as Signed.
How this Contractbook-Dropbox integration works
- Contractbook contract state changes to signed
- Contract is saved as a PDF in your Dropbox account
Apps involved
- Contractbook
- Dropbox
Receive Email updates for new Contractbook contract updates
Are you spending time manually checking the latest status on a contract, or waiting for multi-parties signatures? This Zapier integration will automatically email you when a contract is updated. Now you can be notified right away on these updates and take the appropriate next steps.
How this Contractbook-Email integration works
- A contract is updated in Contractbook
- Zapier sends an email to an address you specify
Apps involved
- Contractbook
- Email by Zapier
Get SMS notifications when Contractbook documents are signed
Some agreements need special attention. With this Zapier automation activated, you can get notified on mobile as soon as a contract is signed. Whenever a new Contractbook agreement is signed, Zapier will send an SMS notification to your phone so you can stay up-to-date on all activity.
How this Contractbook-SMS by Zapier integration works
- A contract is signed in Contractbook
- Zapier sends you an SMS
What you need
- SMS by Zapier
- Contractbook account
Want to send to numbers outside US or UK? Try using Twilio app instead.
Send Contractbook signature requests when new Deals are added to Pipedrive
As you handle sales and client relations in your CRM tool, you may need to send contracts to these clients. With this Integration, you can automatically send a contract through Contractbook when a new deal is added to Pipedrive pipeline. Now you can focus less on manually sending each contract, and more on the client relationships.
How this Pipedrive-Contractbook integration works
- A New deal is created in your pipeline
- Zapier automates a contract template to be sent through Contractbook
Apps involved
- Pipedrive
- Contractbook
Save newly signed Contractbook contracts as PDFs in Box
Using this Zapier integration you can easily auto-create a new .pdf file from any signed Contractbook contract and save it in your Box folder. After you set it up, once a new contract is updated as Signed, it will be saved to a Box folder of your choice automatically.
How this Contractbook-Box integration works
- Contractbook Contract state changes to signed
- The Contract is saved as .pdf in your Box account
Apps involved
- Contractbook
- Box
Save newly signed Contractbook contracts as PDFs in Google Drive
Still in love with PDF versions of your contracts? With this Zapier integration set up, a PDF of your contract will be saved to your Google Drive account whenever a new Contractbook contract is updated as Signed automatically.
How this Contractbook-Google Drive integration works
- Contractbook contract state changes to Signed
- Contract is saved as .pdf on your Google Drive account
Apps involved
- Contractbook
- Google Drive
Create Contractbook contracts from won Proposify proposals
When you win a Proposify proposal, you don't need to spend time manually creating and sending contracts. Let this Zap automate that work for you. With this integration, you can automatically send contracts to won proposals in Proposify, and move on to winning the next one!
How this Proposify-Contractbook integration works
- A proposal in Proposify is marked as Won
- Zapier creates a new contract in Contractbook
Apps involved
- Proposify
- Contractbook
Send Contractbook signature requests when deals match a specific filter in Pipedrive
Do you need to send certain contracts when a deal reaches a certain stage in Pipedrive? With this integration, you can choose to send contracts to deals that match specific criteria in Pipedrive, such as a certain stage. Use this Zap to spend less time manually sending contracts and more time closing deals!
How this Pipedrive-Contractbook integration works
- A deal enters a specific filter (i.e. a stage) in Pipedrive
- Zapier automates contract template to be sent through Contractbook
Apps involved
- Pipedrive
- Contractbook
Create Contractbook contracts from new submissions in Jotform
Are you collecting your client data with JotForm, but looking for a way to create contracts with this data? Using this zap, you will be able to automatically fill the contract with data received via JotForm, send the contract, and request a signature. No more manual work!
How this JotForm-Contractbook integration works
- A New Submission is completed in JotForm
- Zapier creates a new contract in Contractbook
Apps involved
- JotForm
- Contractbook
Add new AWeber subscribers based on newly created Contractbook contracts
Does your email strategy include automatically engaging with people when new contracts are created? It should. Use this automation, to automatically complete that step for you. This Zapier integration will create a new AWeber subscriber whenever a contract is created in Contractbook.
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Contractbook Integration Details
Launched on Zapier May 16, 2018
Zapier combines Triggers (like "Contract Updated") and Actions (like "Create Contract") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Contractbook Triggers, Searches, and Actions are supported by Zapier:
Triggers when a contract transitions to a new state.
Triggers when a new contract is sent.
Creates and sends a new contract.
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