Connect Contractbook to Vincere

Both apps 30Contractbook 8Vincere 22

• 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.

• Action
  Add meeting

  Creates a meeting activity in Vincere, linked to candidates, contacts, companies or jobs.

• Action
  Add note

  Adds a new note to a candidate in Vincere.

• Action
  Add task

  Creates a task in Vincere, optionally linked to candidates, contacts, companies, jobs or deals, and returns the new task's id.

• Action
  Create a New Contact in Vincere

  Creates a contact at a company in Vincere and returns the new contact's ID.

• Action
  Create Candidate

  Creates a candidate in Vincere and returns the new candidate's ID.

• Action
  Create Company

  Creates a company in Vincere and returns the new company's ID.

• Action
  Create Job

  Creates a job for a client contact in Vincere and returns the new job's ID.

• Action
  Create Job Application

  Adds a candidate to a job in Vincere at the stage you choose and returns the application's ID.

• Action
  Find candidates by criteria

  Searches Vincere candidates using search criteria and returns the matching candidates (up to 100).

• Action
  Find companies by criteria

  Searches Vincere companies matching a search query and returns the matching companies with the fields you choose.

• Action
  Find contacts by criteria

  Searches Vincere contacts matching the given criteria and returns up to 100 matches.

• Action
  Find job applications by criteria

  Finds a job's applications that are currently in the stages you choose, such as Shortlisted or Placed.

• Action
  Find jobs by criteria

  Searches Vincere jobs using search criteria and returns the matching jobs (up to 100).

• Action
  Get Candidate

  Returns a Vincere candidate's details by its ID.

• Action
  Get Company

  Returns a Vincere company's details by its ID.

• Action
  Get Contact

  Returns a Vincere contact's details by its ID.

• Action
  Get Job

  Returns a Vincere job's details by its ID.

• Action
  Get job application

  Returns a job application, the record linking a candidate to a job, including its stage and status.

• Action
  Get placement

  Returns the details of a Vincere placement by its ID.

• Action
  Update Candidate

  Updates the fields you supply on an existing Vincere candidate.

• Action
  Update Contact

  Updates the fields you supply on an existing Vincere contact.

• Action
  Update GDPR Details

  Updates a Vincere candidate's GDPR consent-to-keep details.

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