Platform setup & user management
Building & managing templates
Creating & Sending Contracts
The Contract Repository & AI Import
Automations & workflows
Integrations & External Tools
Automations & workflows
Tasks & reminders
Automation builder
Advanced automation tools
Advanced automation tools
Transform data in automations
Set up a webhook trigger for your automated workflows
Set up a webhook action
Set AND/OR conditions for your automations
Create an automated workflow from a completed form
Automatically pre-fill forms with contract data
Upload signed contracts through forms automatically
Add a dynamic table to a template
Filter your dynamic tables with automations
Integrate with a tool not listed in Contractbook
