Connect Contractbook and PayChasers

Both apps 14Contractbook 8PayChasers 6

• Trigger
  Draft Edited

  Triggers when a draft document in Contractbook is edited.

• Trigger
  New Draft

  Triggers when a new draft document is created in Contractbook.

• Trigger
  New Template

  Triggers when a new template is added to your Contractbook account.

• Action
  Create Contract

  Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.

• Action
  Create Contract With Custom Parties

  Creates a new contract from a Contractbook template, with the parties and signees you specify.

• Action
  Create Draft

  Creates a new draft document from a Contractbook template, without sending it for signature.

• Action
  Create Draft With Custom Parties

  Creates a draft document from a template with the parties and signees you specify, without sending it for signature.

• Action
  Get Document

  Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.

• Trigger
  New Chase Created

  Triggers when a new payment chase is created in PayChasers, via the dashboard or the API.

• Action
  Create Chase

  Creates a new payment chase for a client, so PayChasers starts following up on the amount owed. The client is matched by email (or created if new) or picked by client id.

• Action
  Create Client

  Adds a new client to your PayChasers account with a name, billing email and optional notes.

• Action
  List chases

  Returns the payment chases in your PayChasers account, optionally filtered by status.

• Action
  List clients

  Returns the clients in your PayChasers account.

• Action
  Mark Chase as Paid

  Marks a payment chase as paid, stopping further follow-ups for it.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.