Integrate with a tool not listed in Contractbook
To build automations in integration with external applications that apply to all company contracts or utilize templates from shared template spaces, you must have user permissions to “Manage all contracts” enabled for your account, be the creator, or have shared “Manage templates” permissions in the specific source template space.
If you want to integrate with a tool you cannot find in Contractbook, or need a custom integration to connect a different application to your company workflows, you can easily establish a connection using Webhooks or our public APIs.
Use webhooks for custom integrations
A webhook is a lightweight, event-based API that powers one-way data sharing. While standard APIs need to pull data periodically to stay up to date, webhooks simply push real-time data to a unique URL as soon as a given event occurs, making them faster and requiring fewer configuration steps.
Using webhooks in Contractbook Automations lets you automatically receive or dispatch event-based messages about your contracts, allowing you to connect tools that are not natively listed.
Visit the two following guides for more information:
Use public APIs for tailored solutions
API access through Contractbook automations is a premium feature that is not included in all plans. Please reach out to your Customer Success Manager for more information on how to get this feature.
For any complex use case that cannot be designed using simple webhooks, you can access our public APIs to get a tailored solution developed specifically for your company.
Helpful guides: