Contractbook + involve.me

Contractbook + involve.me integrations

Create contracts in Contractbook from new completed submissions in involve.me

Streamline your contract creation process with this efficient automation that connects involve.me and Contractbook. When a new completed submission occurs in involve.me, it will trigger the creation of a contract in Contractbook, saving you time and minimizing manual work. Enhance your productivity and ensure all your client contracts are consistent while focusing on other essential tasks.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create ContractCreates and sends a new contract.
ActionWrite

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More things you can do with involve.me and Contractbook

Discover other triggers and actions you can use with involve.me and Contractbook

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Contract
Triggers when a new contract is sent.
Trigger
Instant
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Get Companies
Gets a list of companies.
Trigger
Polling
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- Event
  Required
- Questionnaire Slug
  Required
- Company Name
Trigger
Instant
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Draft Edited
Triggers when a draft is edited.
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Template
  Required
- Sender signature type
- Recipient Type
  Required
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- Template
  Required
- Sender signature type
- Recipient Type
  Required
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- Template
  Required
- Who will sign the contract
  Required
- Title
- Attachments
- Message Body
- Sender Reference
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- Event
  Required
Trigger
Instant
Try It
Get Questionnaires
Gets a list of questionnaires
Trigger
Polling
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New Draft
Triggers when a new draft is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Template
Triggers when a new template is created.
Trigger
Instant
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- Template
  Required
- Who will sign the contract
  Required
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
Action
Write
- Answers owner's email address
- Company
  Required
- Questionnaire
  Required
Action
Write
- Task title
  Required
- Task description
  Required
- Type
- Due date
- Send notification on due date
- Document id
  Required
Action
Write

About Contractbook

Contractbook is an easy signing and simple contract management tool for modern businesses.

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Related categories

Signatures

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.

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Related categories

Forms & Surveys

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