How to Automate Contract Generation and Workflow Through API with Avokaado

Avokaado's API integration offers a robust solution for businesses aiming to streamline their HR, B2B, and compliance operations, client onboarding, and document workflows. Integrating Avokaado with existing internal information systems like SAP and popular SaaS platforms like Teamtailor, BambooHR, HiBob, Pipedrive, HubSpot, and Salesforce provides a seamless experience, improving client conversion rates, operational efficiency, and compliance. Let’s explore how you can take advantage of Avokaado’s API flow to automate contract generation and manage documents with real-time data.

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How Customers Use Avokaado’s API Flow

Avokaado's customers are getting benefits of the open API document format aDoc, integrating their operations into a unified end-to-end workflow and data flow. Here are some examples of how businesses are using Avokaado's API flow:

Recruitment Automation with Teamtailor and BambooHR/HiBob

Clients use the API to sync candidate data from Teamtailor. Once a candidate is hired, their details are automatically mapped into employment contracts within Avokaado, ensuring a smooth, error-free, and quick contract generation process. Once the contract is signed, the data is pushed back to Teamtailor and HRIS systems like BambooHR and HiBob, where the employee profile is automatically generated. Avokaado simultaneously creates an employee registry with live data from all integrated systems, ensuring consistency across platforms.

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Sales Contract Generation with Pipedrive

Sales teams integrate Pipedrive with Avokaado to automate the generation of sales contracts. Customer data collected during the sales process is used to auto-generate contracts for prospects, eliminating manual data entry. Avokaado generates a comprehensive vendors, partners, and buyers data registry connected to all relevant contracts and documents. Any update posted to the data registry is automatically connected to the parties and documents hub, providing full transparency for KYC, compliance, and business development purposes.

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Client Onboarding with Salesforce

Many businesses sync Salesforce CRM with Avokaado to streamline client onboarding. Contracts and forms are automatically populated with client details collected in Salesforce, minimizing errors and enhancing the client experience. Avokaado also serves as a contract repository with a data registry for quick access and insights. Avokaado's integrations with global signing solutions like SignNow and Signicat and approval workflows complement Salesforce’s functionality, enabling end-to-end workflows that offer full transparency and compliance with both internal policies and external regulations. This setup allows in-house legal teams to efficiently scale sales operations without having to review every document.

By integrating Avokaado's API into internal systems and other B2B platforms, businesses can create a seamless, automated workflow for contracts and documents, leveraging data that already exists within their systems for greater efficiency, transparency, and compliance.

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Step-by-Step Guide to Automating Contract Generation and Workflow Through API

Here’s a simple guide to help you set up your API flow with Avokaado and unlock automated document creation and management:

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Step 1: Define the Data You Want to be Pushed and Pulled Over API

The first step is to identify the data fields you want to communicate between Avokaado and your internal systems (e.g., CRM, HRIS). This could be customer information, employee data, or any other relevant data points such as party data, roles, dates, and terms.

• Example: For an employment contract, you would pull employee details (name, position, start date, salary) from an HR system like BambooHR. Most of our customers use approx 25 smart data fields to communicate over systems regarding employment contracts.

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Step 2: Create Document Type and Data Fields

Once the data is defined, create a document type within Avokaado. For each document type, you can map the data fields you plan to use in the contract generation process.

• Example: Create an "Employment Contract" document type with relevant fields like employee name, job title, start date, and salary.

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Step 3: Create the Template

Now that the document type is defined, create the contract template within Avokaado and use created smart fields within the template. 

• Example: Create a template that automatically pulls data from your HR system for employment contracts, offers, or termination letters.

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Step 4: Connect the API

Integrate Avokaado’s API with your internal system, such as Pipedrive, Salesforce, Teamtailor, BambooHR or others easily from your integration panel mapping the connected fields with each other. This will allow you to pull data directly from these platforms into Avokaado, generating contracts automatically.

• Example: Connect Avokaado to your CRM (Pipedrive/Salesforce) so that when a sales deal closes, the client data is immediately used to generate the contract.

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Step 5: Go Live – Beautiful Data Registry, Compliance on Autopilot and Automated Contract Workflow

Once connected, your contracts will now be generated with real-time data, automatically populating fields and creating contracts without manual intervention. Avokaado's platform will organize the data in a beautiful data registry, ensuring that all parties, contracts, and data are managed seamlessly.

• Example: The HR team can instantly generate employment contracts and other HR documents with real-time data updates from BambooHR or Teamtailor, ensuring that all information is accurate and up-to-date.

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Achieve Operational Intelligence: Upload Your Existing Contracts to Avokaado

Already have a backlog of contracts before starting with Avokaado? Now you can upload all your existing contracts into Avokaado using Avokaado AI and create a unified data and party registry. By importing these documents, you’ll establish a live, transaction-based data registry and system of record where:

• All contracts are connected to the relevant parties, ensuring accurate CRM data.
• Every contract is categorized under document type, regardless of whether it was uploaded or generated from smart templates.
• Every document is categorized and organized for easy access, enabling a data-driven document management system that automatically updates and tracks contract statuses.
• Every document’s accesses and actions are logged for compliance purposes, ensuring transparency and accountability.

This system forms the three pillars of Avokaado’s operational intelligence, which ensures businesses not only meet regulatory standards but also optimize their operations:

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1. Full Transparency

Gain complete visibility into all your business relationships, including documents, parties, and data. Every contract, vendor, client, and employee interaction is tracked and recorded in real-time, allowing businesses to identify risks and opportunities with ease.

2. Smart Automations

Set up trustworthy, automated processes for all operations and workflows. By minimizing manual interventions, businesses can increase efficiency and reduce the risk of non-compliance while ensuring that all processes run smoothly and consistently.

3. Full Compliance on Autopilot

Achieve full compliance with company policies and regulatory standards automatically. Whether it’s GDPR, NIS2, health, or safety regulations, Avokaado ensures that businesses stay compliant with the latest rules, without the constant need for manual updates.

By uploading your existing contracts into Avokaado, you can create a centralized system that not only manages your contracts and data efficiently but also offers real-time transparency, automates workflows, and guarantees compliance with internal and external regulations. This feature allows businesses to unlock the full potential of operational intelligence and seamlessly transition from legacy systems to a modern, AI-powered platform.

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Key Benefits of Avokaado’s API Integration

• Streamlined Document Generation: Automatically generate contracts based on data pulled from your CRM, HR system, or other internal platforms, saving time and reducing errors.
• Custom Workflows: Set up predefined approval workflows and automated signing processes for seamless, hands-off contract management with full visibility
• Data Accuracy: Live data registry ensures all contracts and parties are up to date, providing real-time insights into business operations and compliance.
• Enhanced Client Experience: Offer clients a smooth onboarding experience with personalized, automated document workflows that minimize redirection and manual input.

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Avokaado Operational Intelligence Platform (OIP) is designed as a system of record for managing and automating compliance with full data transparency, automated workflows, and continuous regulatory alignment. Ready to automate your document workflow? Book a Demo or start your free trial today to see how Avokaado can work for your organization!

Check out How Aleph's Legal Operations Empower Revenue Teams Across 5 Continents use case and our webinar on legal operations.