Contractbook + Parallel

Contractbook + Parallel integrations

Trigger new events in Parallel and create drafts in Contractbook

Stay on top of your workflow effectively with this integration. It springs into action when a Parallel event happens, creating a new draft in the Contractbook to streamline your processes. This lets you save time on manual data transfers, shifting your attention to higher-priority tasks. Benefit from an efficient workflow management solution.

When this happens...
Parallel EventTriggers when an event happens in one of your parallels.
TriggerInstant
automatically do this!
Create DraftCreates a draft
ActionWrite

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More things you can do with Parallel and Contractbook

Discover other triggers and actions you can use with Parallel and Contractbook

- Event types
- From template ID
- Additional parallel fields
Trigger
Instant
Try It
- Parallel ID
  Required
- Format
  Required
Action
Write
- Parallel ID
  Required
- Additional parallel fields
Action
Write
- Parallel ID
  Required
- Name
  Required
Action
Write
- Template ID
  Required
- Parallel name
- Prefill replies
- Number of recipients
  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
Try It

- 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
Try It
- 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

- Template ID
  Required
- Parallel name
- Prefill replies by alias
Action
Write
- Parallel ID
  Required
- Replies by alias
Action
Write
- Parallel ID
  Required
- Field
  Required
- Comment or note?
  Required
- Content
  Required
- Share parallel with mentioned users/groups. Has no effect if the mentioned user/group already has access to the parallel.
  Required
- Subscribe mentioned users/groups to the parallel when sharing.
  Required
Action
Write
- Template ID
  Required
- Parallel name
- Prefill replies
- First name
  Required
- Last name
  Required
- Email
  Required
Action
Write
- Parallel ID
  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
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Template
Triggers when a new template is created.
Trigger
Instant
Try It
- 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 Parallel

Parallel is a collaborative process management software for back-office and sales teams.

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Related categories

Forms & Surveys

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