Ironclad
Ironclad is a contract lifecycle management platform for launching and tracking contract workflows, approvals and signatures, and for managing the repository of contract records, entities and obligations.
80 actionsSign in with Ironclad
What your bot can do in Ironclad
Looks up
- Download Data ExportDownload the file of a finished data export job.
- Download Record AttachmentDownload one file attached to a record by its attachment key.
- Download Workflow DocumentDownload one document of a workflow by its document key.
- Download Workflow Email AttachmentDownload one file attached to an email thread of a workflow.
- Export Records XLSXDownload an XLSX spreadsheet of records for the record types and property columns you name.
- Get Data Export StatusCheck a data export job started with IRONCLAD_CREATE_DATA_EXPORT.
- Get EntityGet one entity by id or Ironclad id.
- Get ObligationGet one obligation by id or Ironclad id.
- Get RecordGet one contract record by id or Ironclad id.
- Get Records SchemaGet the record schema of the company's repository.
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- Get Smart Import PredictionsCheck whether Smart Import has finished predicting properties, for one record (record_id) or for every record of an import (import_id).
- Get WorkflowGet one workflow by id or Ironclad id.
- Get Workflow CommentGet one comment of a workflow by its comment id, with author, time, mentions, the comment it replies to and reactions.
- Get Workflow Email ThreadGet one email thread of a workflow by its email thread id.
- Get Workflow Launch StatusCheck a workflow launch started with IRONCLAD_LAUNCH_WORKFLOW using execution_mode async.
- Get Workflow SchemaGet the launch-form schema of one workflow template.
- Get Workflow Sign StatusGet the signing state of a workflow that is in the Sign step.
- List EntitiesList the entities (counterparties and other parties) of the company, one page per call, optionally narrowed by free-text search or a…
- List Entity Relationship TypesList the entity relationship types the company has defined, such as customer or vendor, all in one call.
- List Obligation InstancesList the instances (occurrences) of one source obligation, by id or Ironclad id, one page per call, ordered by due date with undated…
- List ObligationsList the source obligations of the company, one page per call, optionally narrowed by free-text search or a formula and sorted.
- List RecordsList the contract records in the repository, one page per call, optionally filtered by record type, update time, free-text search or a…
- List Workflow Approval RequestsList the approval requests that have taken place on a workflow, one page per call.
- List Workflow ApprovalsGet the current approvals of a workflow in one call (not paged).
- List Workflow CommentsList the comments in a workflow's activity feed, one page per call, with author, time, mentions, replies and reactions.
- List Workflow DocumentsList a workflow's documents in two groups, those in the signature packet and those left out of it, each with its document key, filename…
- List Workflow Email ThreadsList the email threads of a workflow, one page per call.
- List Workflow ParticipantsList the users who participate in a workflow (user id and email), one page per call, optionally narrowed to one email.
- List Workflow Role Eligible AssigneesList the users who may be assigned to one role of a workflow, one page per call, plus the role's default assignee where Ironclad returns…
- List Workflow SchemasList the workflow templates that can be launched, with their launch-form schemas.
- List Workflow SignersList the signers of a workflow with name, email, role name, signature status and delegates.
- List Workflow Turn HistoryList the turn history of a workflow, one page per call.
- List WorkflowsList the workflows the connected user can see, one page per call, optionally filtered by status, template, update time, free-text search…
Takes action
- Activate RecordActivate a record and set its effective date, term, termination notice, expiration, and renewal behavior.
- Cancel Record Auto-RenewalCancel auto-renewal for a record.
- Cancel WorkflowCancel a workflow, recording a comment that explains why.
- Cancel Workflow Signature RequestCancel the signature request (the signature packet sent to the signers) that is out for signature on a workflow, with a reason.
- Create Data ExportStart a data export job for workflow activity or the audit log, optionally limited to a date range.
- Create Embedded Workflow Signature Recipient URLCreate a signing link for one signer that is allowed to load inside a frame on the given parent site.
- Create EntityCreate an entity (a counterparty or other party that contracts refer to) with a name and, optionally, a relationship type, status, parent…
- Create ObligationCreate a standalone obligation on a contract record.
- Create Obligation OccurrenceRecord a new triggered occurrence of an existing source obligation.
- Create RecordCreate a contract record in the repository with a record type, a name and metadata properties.
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- Create Smart Import RecordUpload a contract file and use Smart Import to create a record and predict its properties.
- Create Workflow CommentPost a comment to a workflow's activity feed as the connected user, optionally as a reply to another comment and with @-mentions.
- Create Workflow Signature Recipient URLCreate a link that a signer, or a view-only recipient, can open to reach the workflow's signature request.
- Delete EntityDelete an entity.
- Delete ObligationDelete an obligation.
- Delete RecordDelete a contract record from the repository.
- Delete Record AttachmentRemove one file from a contract record by its attachment key.
- Delete Scheduled Workflow Signature RequestRemove the scheduled send from a workflow, so its signature request (the signature packet for the signers) is no longer sent at the…
- Delete Workflow SignerRemove a signer from a workflow's signature packet.
- Edit Record RenewalEdit a record's renewal type, term, opt-out timing, remaining renewal count, initial term, and expiration settings.
- Export DataCreate an Ironclad workflow-activity or audit-log data export job, poll its status with a bounded configurable wait, then download and…
- Extend RecordExtend a record, optionally setting the renewal term length.
- Launch WorkflowLaunch a workflow from a template.
- Launch Workflow From Attribute SourceLaunch from an existing Coupa or Salesforce workflow sync mapping.
- Pause WorkflowPause an active workflow that is in the Review step, recording a comment that explains why.
- Refresh Workflow From Attribute SourceOnly for an existing attribute source configuration, such as a Coupa or Salesforce workflow sync mapping.
- Remind Workflow SignerEmail a signer a reminder that their signature is needed.
- Replace RecordReplace a record with a new type, name and complete set of properties.
- Resume WorkflowResume a workflow that was paused with IRONCLAD_PAUSE_WORKFLOW, recording a comment.
- Revert Workflow To ReviewMove a workflow from the Sign step back to the Review step.
- Schedule Workflow Signature RequestSchedule a workflow's signature request (the signature packet sent to the signers) to go out at a set time, optionally with a reminder…
- Send Workflow Signature RequestSend a workflow's signature request (the signature packet sent to the signers) out for signature now.
- Supersede RecordMark a record as superseded on specified recorded and effective dates, optionally linking its replacement record.
- Terminate RecordTerminate a record on specified recorded and effective dates, optionally linking the record that caused termination.
- Undo Record Lifecycle ActionReverse a specified lifecycle action previously applied to a record.
- Update EntityChange selected parts of an entity.
- Update ObligationChange an obligation's name, type or properties.
- Update RecordChange selected parts of a record and leave the rest as it is.
- Update Scheduled Workflow Signature RequestChange the send time or the reminder of the signature request already scheduled on a workflow with…
- Update Workflow ApprovalApprove a workflow on behalf of one approver role, or set that approval back to pending, as the user the connection acts as.
- Update Workflow AttributesSet or clear attribute (form field) values on a workflow that is in the Review step, and return the updated workflow.
- Update Workflow Role AssignmentAssign a workflow role such as Archiver or Signature Coordinator to a different user.
- Update Workflow Signature PacketReplace the ordered list of documents in a workflow's signature packet, the documents a signature request sends to the signers.
- Update Workflow SignerReassign a signer role of a workflow to another signer, or change an external signer's name or email.
- Upload Record AttachmentAttach a file to a contract record under an attachment key.
- Upload Signed Workflow DocumentUpload a signed PDF to a workflow that is in the Sign step.
- Upload Workflow DocumentUpload a PDF or Word file into a document attribute of a workflow, with a required comment.
