Contractbook + Formidable Forms

Create drafts in Contractbook for new Formidable Forms entries

Effortlessly streamline your contract creation process with this workflow integration between Formidable Forms and Contractbook. When a new entry is submitted in Formidable Forms, a draft contract is instantly generated in Contractbook using the provided data. Save time, minimize manual data entry, and ensure accuracy in your contract management process with this powerful automation.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Draft
Creates a draft
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- EventRequired
Trigger
Instant
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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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- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
Action
Write
- Answers owner's email address
- CompanyRequired
- QuestionnaireRequired
Action
Write
- Task titleRequired
- Task descriptionRequired
- Type
- Due date
- Send notification on due date
- Document idRequired
Action
Write

- FormRequired
Trigger
Instant
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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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- EventRequired
- Questionnaire SlugRequired
- Company Name
Trigger
Instant
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Draft Edited
Triggers when a draft is edited.
Trigger
Instant
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- EventRequired
Trigger
Instant
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- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Body
- Sender Reference
Action
Write

About Contractbook

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

Related categories

Signatures

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.