Create Document From Template
Create a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
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Integrate Contractbook
with your AI CRM
Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.
Explore Triggers and Actions
Get Document
Get the full current Contractbook document, including the version required for a safe update.
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Get Document PDF Link
Get a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
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Get Template
Get a template's full fields, parties, attachments, and signing configuration before creating a draft from it.
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List Automations
List Contractbook automations for one trigger type; this only discovers automations and does not run them.
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List Documents
Search and filter documents visible to the connected Contractbook account, returning one page and a cursor for continuation.
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List Templates
List all Contractbook templates visible to the connected account for choosing a template ID.
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Permanently Delete Document
Permanently destroy a Contractbook document with no restore option. Signed documents cannot be deleted through this API; Contractbook rejects signed or otherwise undeletable documents rather than reporting success.
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Update Document
Update selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.
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How the Contractbook integration works
The Contractbook integration connects your Dench AI CRM directly to Contractbook, so agents can read and act on your Contractbook data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
9 actions are available for agents to invoke on your behalf. Every call runs through Contractbook's own authorization, scoped to the account you connect.
Set up Contractbook in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Contractbook and click Connect — you'll authorize access through Contractbook's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Contractbook in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Contractbook integration work with Dench?
The Dench Contractbook integration connects your AI CRM to Contractbook, so AI agents can work with your Contractbook data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Contractbook via Dench?
The Contractbook integration currently exposes 9 actions, including Create Document From Template, Get Document, Get Document PDF Link, Get Template, List Automations, and List Documents. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Contractbook to Dench?
No. You connect Contractbook from your Dench workspace using Contractbook's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Contractbook integration secure?
Connections are authorized through Contractbook's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Contractbook connection from your workspace settings at any time.