Plumsail Documents + Contractbook Integrations
How to connect Plumsail Documents + Contractbook
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ContractTriggers when a new contract is sent.Trigger- Contract UpdatedTriggers when a contract transitions to a new state.Trigger
- New DraftTriggers when a new draft is created.Trigger
- Draft EditedTriggers when a draft is edited.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task UpdatedTriggers when a task is updated.Trigger
- Contractbook
Triggers when a new template is created.
Instant
Trigger
- Contractbook
Creates and sends a new contract.
Scheduled
Action
- Contractbook
Creates and sends a new contract with advanced partying.
Scheduled
Action
- Contractbook
Creates a draft
Scheduled
Action
- Contractbook
Creates and sends a new task.
Scheduled
Action
How Plumsail Documents + Contractbook Integrations Work
- Step 1: Authenticate Plumsail Documents and Contractbook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About Contractbook
Contractbook is an easy signing and simple contract management tool for modern businesses.
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