About Ironclad
Ironclad simplifies contract management by providing visibility and control over every agreement. Integrating Ironclad with Salesforce ensures that contract status flows back to deal records, while Slack notifications keep stakeholders updated on approvals and signatures in real time.
Integration Capabilities
Ironclad has 4 native integrations with leading business platforms. Connect via direct API, webhooks, or third-party automation tools for unlimited possibilities.
Browse Ironclad integrations below. Green integrations are native and free. Yellow integrations require an automation platform like Make ↗ to sync data.
Common Integration Patterns
- → Deal Velocity: Triggering an NDA workflow from a Salesforce button, pre-filling the counterparty name and address.
- → Metadata Extraction: Pulling key dates (Renewal Date, Termination Clause) from the signed PDF and putting them into structured Salesforce fields.
- → Approval Routing: Using Slack to notify Legal when a contract has been stalled in the 'Redlining' stage for >3 days.
Integration Challenges
- ⚠ Workflow Versioning: If you update a workflow definition in Ironclad, live contracts may get stuck or fail to write back to Salesforce.
- ⚠ File Size Limits: Very large PDF appendices can cause timeout errors when syncing back to Salesforce 'Files'.
- ⚠ Managed Package: The Ironclad Salesforce package is heavy and can conflict with other Apex triggers on the Opportunity object.
Before You Integrate
- 1. Map 'Lookup' Fields: Ensure you are mapping Salesforce IDs (Account ID), not just text names, to link records correctly.
- 2. Test Write-Back: Verify that the 'Contract Signed Date' actually updates the Salesforce Opportunity field upon completion.
- 3. Configure Sandbox: Always test workflow changes in a Salesforce Sandbox linked to an Ironclad Sandbox before pushing to production.
✓ Ironclad Integrates Natively (3)
These tools connect directly with Ironclad without needing third-party automation platforms.
⚙ Connect via Automation Platform (3)
Connect Ironclad to these tools using Make ↗ , a powerful automation platform.
