Contractbook + Outgrow

Create Contractbook drafts from new Outgrow leads

Effortlessly turn new leads from Outgrow into potential clients with this efficient workflow. Upon receiving a new lead in Outgrow, a draft contract will be created in Contractbook, saving you valuable time and streamlining your onboarding process. Say goodbye to manual data entry and let this automation do the work for you.

When this happens...
New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
TriggerPolling
automatically do this!
Create Draft
Creates a draft
ActionWrite

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Supported triggers and actions

- Calculator / QuizRequired
Trigger
Polling
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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

- Calculator / QuizRequired
- SegmentRequired
Trigger
Polling
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- 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