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Contractbookdocuments
9 available actions
What your AI agent can do in Contractbook
Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 9 actions.
Common starting points
- Get DocumentGet the full current Contractbook document, including the version required for a safe update.
- Get Document PDF LinkGet a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
- Create Document From TemplateCreate a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
- Update DocumentUpdate selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.
- Permanently Delete DocumentPermanently destroy a Contractbook document with no restore option.
Browse all 9 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get DocumentGet the full current Contractbook document, including the version required for a safe update.
- Get Document PDF LinkGet a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
- Get TemplateGet a template's full fields, parties, attachments, and signing configuration before creating a draft from it.
- List AutomationsList Contractbook automations for one trigger type; this only discovers automations and does not run them.
- List DocumentsSearch and filter documents visible to the connected Contractbook account, returning one page and a cursor for continuation.
- List TemplatesList all Contractbook templates visible to the connected account for choosing a template ID.
Create & communicateCreate records or send supported messagesView 1 action
- Create Document From TemplateCreate a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
Update & manageChange and manage existing recordsView 1 action
- Update DocumentUpdate selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.
Other actionsSpecialist and administrative actions.View 1 action
- Permanently Delete DocumentPermanently destroy a Contractbook document with no restore option.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Contractbook
How does the agent connect to Contractbook?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Contractbook?
The page above lists the 9 actions currently available through the Contractbook connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Contractbook included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Contractbook is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Contractbook to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.