Contractbook + Parallel
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.
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 Event
Triggers when an event happens in one of your parallels.
- automatically do this!Create Draft
Creates a draft
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Event types
From template ID
Additional parallel fields
Try ItParallel IDRequired
Parallel reply IDRequired
Parallel IDRequired
Replies by alias
Parallel IDRequired
FieldRequired
Comment or note?Required
ContentRequired
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
Template IDRequired
Parallel name
Prefill replies by alias
Parallel IDRequired
FormatRequired
Parallel IDRequired
Additional parallel fields
Parallel IDRequired
NameRequired
