+Beyond-Bot.ai + Contractbook
Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach Contractbook.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in Contractbook zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in Contractbook basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in Contractbook ausführen.
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.