Contractbook and Salesflare

How to connect Contractbook

When drafter Questionnaire Has Been Completed in Contractbook, find or create contact in Salesflare.
When new Task in Contractbook, create task in Salesflare.
When task Updated in Contractbook, create task in Salesflare.
When new Task in Salesflare, create Task in Contractbook.

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

Start a workflow when this happens

Contract Updated — Triggers when a contract transitions to a new state.
Draft Edited — Triggers when a draft is edited.
Drafter Questionnaire Has Been Completed — Triggers when a user has completed a questionnaire
Get Companies — Gets a list of companies.
Get Questionnaires — Gets a list of questionnaires

Show 5 more triggers

Things Salesflare can make it do

Create Contract — Creates and sends a new contract.
Create Contract With Custom Parties — Creates and sends a new contract with advanced parties setup.
Create Draft — Creates a draft
Create Draft With Custom Parties — Creates a new draft with advanced parties setup.
Create Task — Creates and sends a new task.

Show 1 more actions

Things Salesflare can make it do

Create Document from Template — Creates a new document from a template.
Get a PDF Copy of a Document — Gets a PDF copy of a document by ID.
Make an API Call — Performs an arbitrary authorized API call.
Send Document for Signature — Sends a document in a draft state specified by ID.
Update Document — Updates a document.

Look up existing records

List Documents — Lists a paginated and filtered list of documents. The module can be used to get all the documents or to filter them by ID or title.
List Templates — Lists templates. The templates can be filtered by title.

Secure and easy electronic signature solution.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.