No-code Automation Builder for contracts
Replace your repetitive contract tasks with powerful automations. Keep the data in-sync across your favourite tools.
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No coding needed.
Make your own automated workflows for your contracts without having to write a single line of code.
Connect to your tools.
Integrate with more than 300 most popular tools like Hubspot, Salesforce, Slack and many more!
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Simple conditional logic.
You can implement advanced, conditional workflows for any legal use case. It’s easy and takes just a few minutes.
When this happens...
An automated workflow starts with a trigger. We call it a WHEN incident. The trigger initiates the following action and can be associated with contract events or external integrations.
Then that happens...
When a trigger fires, THEN all the actions are executed automatically. The idea is to make these events happen without you having to worry about them.
Why customers trust us
"Having all my contracts in Contractbook gives me a feeling of control. I get a great overview of all my documents, my work is structured and I always know exactly what's next.
"Contractbook enables us to work as a team. We can easily share templates with each other, collaborate on the documents and oversee the legal work in the entire team, so we can rest assured that everything runs smoothly.
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"We have one place for all our contracts. It's ideal for us that we can create, sign and store all our legal documents on a single platform, so everything is streamlined, effortless to find and easy to execute on."
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"We have a great overview of all our legal documents. Our team has easy access to all the right templates, we can follow our contracts through their lifecycle and it's easy to see what is the next step in the process."
Blocks to build from
Browse through all our powerful triggers and actions!
Triggers
Deal stage is changed
Customers may choose the specific stage from all the pipelines they have access to including custom ones.
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Deal is updated
An automation starts when a Hubspot deal changes to a specific stage.
Clause is used
An automation starts when the selected clause is used in a contract.
Task is completed
An automation starts when the selected or any tasks are completed.
Contract is pending
An automation starts when the selected contracts are in the pending state.
Draft is updated
An automation starts when either: any draft is updated or any draft created from a specific template is updated.
Draft is created
An automation starts either when any draft is created or any draft is created from a specific template.
Opportunity stage changes
An automation starts whenever an Opportunity in Salesforce is changed to a specific stage.
Contract is fully signed
An automation starts when the selected contracts or contracts have been signed.
Actions
Update Deal
Allows customers to specify list of properties that should get updated with new values for a specific deal.
Update Deal
Automatically updates Hubspot deal to a selected stage.
Update Opportunity
Automatically updates your Opportunity in Salesforce.
Move to folder
Automatically moves a document to a selected folder.
Create a reminder
Automatically creates a reminder for selected assignees.
Share a document
Automatically shares a document with the selected collaborators.
Create a draft
Automatically creates a draft in Contractbook.
Send message on Slack
Automatically keeps you and your team updated in Slack.
Filters
Only continue if
Fine-tuning your automation by creating additional conditions for when a given automation should run.
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For everyone in your business
Find out who can benefit from Contractbook in your team
Ready to automate your routine tasks?
Assisted onboarding specialist
Once you request a trial, we will create a trial setup for free without any commitment
Workflow Assesment
Our specialists will asses your workflow and guide you to the best-practise.