Gmail integration with ContractSafe
How to Create Contracts in ContractSafe from Gmail attachments [Business Gmail Accounts Only]
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Contracts in ContractSafe from Gmail attachments [Business Gmail Accounts Only]" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ContractSafe integrations
ContractSafe actions
Nekton can use any feature that is available in ContractSafe API.
Using our advanced AI, you can easily create custom automations for ContractSafe.
Here are some typical actions you can do in your automated workflows.
Create Contract
Create a new Contract
About ContractSafe
ContractSafe easily organizes and manages your contracts