Airtable + Contractbook

Request Contractbook contract signatures whenever a new row is added on Airtable

If you're already logging your potential customer information on your database, there's no need to re-enter it in order to send out contract requests - Zapier can handle that automatically. After you've set up this integration, we'll automatically send out a contract for signature request via Contractbook whenever a new row is added on Airtable so you don't have to spend time doing it yourself.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerScheduled
automatically do this!
Create Contract
Creates and sends a new contract.
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search

- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search or write
New Contract
Triggers when a new contract is sent.
Trigger
Instant
Try It

Get Companies
Gets a list of companies.
Trigger
Scheduled
Try It
- EventRequired
- Questionnaire SlugRequired
- Company Name
Trigger
Instant
Try It
Draft Edited
Triggers when a draft is edited.
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It
- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Body
- Sender Reference
Action
Write

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
- EventRequired
Trigger
Instant
Try It
Get Questionnaires
Gets a list of questionnaires
Trigger
Scheduled
Try It
New Draft
Triggers when a new draft is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Template
Triggers when a new template is created.
Trigger
Instant
Try It
- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
Action
Write
- Answers owner's email address
- CompanyRequired
- QuestionnaireRequired
Action
Write
- Task titleRequired
- Task descriptionRequired
- Type
- Due date
- Send notification on due date
- Document idRequired
Action
Write

About Airtable

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