Integration / Document & File Management

Contractbook integration

Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.

About Contractbook

Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts. It helps teams keep agreements in one place and move from draft to signature faster.

Example prompts

“List contracts awaiting my signature”

“Create contract draft for vendor agreement”

“Find unsigned contracts sent this week”

Available actions

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.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.