Contractbook for your voice agent

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.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Contractbook and paste it on a secure page in Connected apps.
What it reads
6 actions, such as get Document, get Document PDF Link and get Template.
What it changes
3 actions, such as create Document From Template, update Document and permanently Delete Document.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 9. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Contractbook actions

Reads 6

  • Get Document
  • Get Document PDF Link
  • Get Template
  • List Automations
  • List Documents
  • List Templates

Changes 2

  • Create Document From Template
  • Update Document

Deletes 1

  • Permanently Delete Document

Contractbook setup

  1. Pasting a Contractbook API key

    Create an API key in Contractbook, choose Contractbook in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 9 actions the agent may use. Start with lookups and add the ones that change Contractbook when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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