+Beyond-Bot.ai + Contractbook
Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Contractbook.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Contractbook.
Trigger Workflows
Start automated workflows in Contractbook based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Contractbook.
Create Document From Template
Create a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
Permanently Delete Document
Permanently destroy a Contractbook document with no restore option. Signed documents cannot be deleted through this API; Contractbook rejects signed or otherwise undeletable documents rather than reporting success.
Get Document
Get the full current Contractbook document, including the version required for a safe update.
Get Document Pdf Link
Get a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
Get Template
Get a template's full fields, parties, attachments, and signing configuration before creating a draft from it.
List Automations
List Contractbook automations for one trigger type; this only discovers automations and does not run them.
List Documents
Search and filter documents visible to the connected Contractbook account, returning one page and a cursor for continuation.
List Templates
List all Contractbook templates visible to the connected account for choosing a template ID.
Update Document
Update selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.