All integrationsE-Signatures
Ironclad
Run contracts through Ironclad: launch workflows from templates, update their answers, approve, comment, pause, resume or cancel them, follow approvals and signatures, download documents, and manage repository records and their files.
- actions
- 24
- triggers
- 3
Triggers
Start a workflow when something happens in Ironclad.
- New workflow launchedRuns when a workflow is launched in Ironclad.
- Workflow completedRuns when an Ironclad workflow is completed: signed, archived and filed in the repository.
- Record added or changedRuns when a contract record is added to Ironclad's repository or one of its fields or files changes.
Actions
Steps a workflow can run in Ironclad.
- List workflowsList workflows, filtered by status, template, words or when they last changed. Returns one page; in-progress ones unless a status is chosen.
- Get workflowGet one workflow: its answers, step, status, roles, approval and signing state, and each field's type.
- List workflow templatesList the published workflow templates you can launch, with their IDs.
- Get launch formGet a template's launch form: each field's ID, question, type and choices, which are required, and an example answer for each required field to start from in 'Launch workflow'.
- Launch workflowLaunch a workflow from a template, answering its launch form. It starts as the connection's user, who needs permission to start that template.
- Update workflow fieldsChange or clear a workflow's answers. Ironclad allows this only while the workflow is in the Review step, and not for documents.
- List approvalsList a workflow's approvals: each approver role, who holds it, whether it has approved, and which are waiting on their turn now.
- Approve workflowApprove a workflow for an approver role, or withdraw that approval. Only the role's assigned user can, and only when it is that role's turn in the Review step.
- List signersList a workflow's signers and whether each has signed. Before the Sign step the list is empty, with a note saying where it is.
- Add commentPost a comment on a workflow's activity feed as the connection's user. Mention someone with <@their email>.
- List commentsList the comments on a workflow's activity feed, one page at a time.
- Cancel workflowCancel a workflow, posting the reason on its activity feed.
- Pause workflowPause a workflow in the Review step, posting the reason on its feed.
- Resume workflowResume a paused workflow, posting the reason on its feed.
- List workflow documentsList a workflow's documents, saying which are in the signature packet, with the key to download each.
- Download workflow documentDownload a workflow document's latest version and save it in Lodol, to attach or send in a later step.
- List record types and fieldsList the repository's record types, record fields (with each one's ID and type) and kinds of attachment.
- List recordsList contracts in the repository, filtered by record type, words or when they last changed. Returns one page.
- Get recordGet one record with its fields, attachments and linked records.
- Create recordAdd a contract record to the repository, with its type, name and fields.
- Update recordRename a record, or change or clear its fields. Only what is given changes.
- Delete recordDelete a record from the repository, with its attachments.
- Add record attachmentAttach a file to a record, such as its signed copy. Ironclad refuses a second file of the same kind on one record.
- Download record attachmentDownload one of a record's files, such as its signed copy, and save it in Lodol for a later step.
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