Contractbook + Microsoft SharePoint

Pre-fill Contractbook questionnaires from new Microsoft SharePoint list items

Boost your workflow efficiency with this useful connection between Microsoft SharePoint and Contractbook. When a new list item is created in the Microsoft SharePoint application, it promptly initiates a pre-filled questionnaire in Contractbook. It not only saves valuable time but also eliminates manual data entry, fostering a consistent and accurate data flow between both platforms.

When this happens...
New List Item
Triggers when a new item is created in a list.
TriggerPolling
automatically do this!
Pre-Fill Questionnaire
Pre-fills a questionnaire
ActionWrite

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Supported triggers and actions

- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write

- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write

- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
Action
Search
New Contract
Triggers when a new contract is sent.
Trigger
Instant
Try It
Get Companies
Gets a list of companies.
Trigger
Polling
Try It
- EventRequired
- Questionnaire SlugRequired
- Company Name
Trigger
Instant
Try It
Draft Edited
Triggers when a draft is edited.
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It
- 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

- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
Action
Search
- Site
Action
Search
- EventRequired
Trigger
Instant
Try It
Get Questionnaires
Gets a list of questionnaires
Trigger
Polling
Try It
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
- 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

About Contractbook

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

Related categories

Signatures

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Contractbook + Microsoft SharePoint

Pre-fill Contractbook questionnaires from new Microsoft SharePoint list items

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

New Contract

Get Companies

Drafter Questionnaire Has Been Completed

Draft Edited

Task Updated

Create Contract

Create Draft

Create Draft With Custom Parties

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information

Contract Updated

Get Questionnaires

New Draft

New Task

New Template

Create Contract With Custom Parties

Pre-Fill Questionnaire

Create Task

About Contractbook

Related categories

About Microsoft SharePoint

Related categories