endorsedCompleted

Integration Development for Contractbook's Automation Builder

Services Covered:

Custom Software Development • Website Development

Industry

Information Technology

Duration

4 months

Budget

50K - 199K

Start Date

1 March 2022

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Appunite is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Contractbook

Copenhagen, Denmark

Project Summary

AppUnite implemented multiple integrations for a CLM SaaS startup's internal Automation Builder, connecting it to external SaaS platforms to automate contract workflows. The engagement used Elixir, Phoenix, React and PostgreSQL, and was delivered collaboratively with the client’s product and engineering teams. The integrations increased customer usage of automation and contributed to higher sales.

Key Challenges

Automate the contract lifecycle through integrations with external platforms
Automatically populate contracts with prospect data from HubSpot
Trigger notifications (e.g., Slack) on contract events

Project Deliverables

Several integrations between the client's internal Automation Builder and external SaaS platforms
Integration workflows (examples: HubSpot data sync to auto-fill contracts, Slack notifications on contract signing)
Integration components delivered with documentation and collaboration with product managers and in-house teams

Project Solution

AppUnite developed several integrations for the client's internal Automation Builder module, collaborating closely with the client's product managers and in-house development teams. They implemented connectors to multiple external SaaS platforms and delivered integration workflows using Elixir and React, backed by PostgreSQL and deployed on Google Cloud. The engagement was delivered by three full‑stack Elixir/React developers embedded in the client's agile process.

Project Outcome

Increased customers' usage of automation on the platform
Increased sales by enabling new automation workflows
Deliverables shipped with solid quality and velocity

Platforms

Cloud
Web
SaaS

Tech Stack

React.js
Elixir
PostgreSQL

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“With the new integrations to their platform, the client noticed improvements in customer usage and sales. AppUnite gelled seamlessly with the in-house team, allowing for a productive and collaborative experience. The vendor also impressed with their knowledge, expertise, and problem-solving skills.”
Wojciech Zawistowski
Director of Engineering
Date: 08/08/2022