Contractbook + Salesforce + Slack Integrations

How to connect Contractbook + Salesforce + Slack

Zapier lets you send info between Contractbook and Salesforce and Slack automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Contractbook + Salesforce + Slack

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Contractbook, Salesforce, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Contractbook triggers, actions, and search

    New Contract

    Triggers when a new contract is sent.

    Trigger
    Instant
    Try It
  • Contractbook triggers, actions, and search

    Get Companies

    Gets a list of companies.

    Trigger
    Scheduled
    Try It
    • EventRequired

    • Questionnaire SlugRequired

    • Company Name

    Trigger
    Instant
    Try It
  • Contractbook triggers, actions, and search

    Draft Edited

    Triggers when a draft is edited.

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
  • Contractbook triggers, actions, and search

    Get Questionnaires

    Gets a list of questionnaires

    Trigger
    Scheduled
    Try It
  • Contractbook triggers, actions, and search

    New Draft

    Triggers when a new draft is created.

    Trigger
    Instant
    Try It
  • Contractbook triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It

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How Contractbook + Salesforce + Slack Integrations Work

  1. Step 1: Authenticate Contractbook, Salesforce, and Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
contractbook logo
contractbook logo

About Contractbook

Contractbook is an easy signing and simple contract management tool for modern businesses.

Related categories

  • Signatures
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn moreHelp

Related categories

  • Team Chat

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