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Set up a connection to Ironclad

Ironclad is a digital contracting and contract lifecycle management (CLM) platform that helps companies create, negotiate, approve, sign, and manage contracts in one centralized system.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API type * 

Choose your Ironclad account API type:

  • Clickwrap REST: Manage contracts, groups, signers, activity, users, sites, snapshots, and legal centers for clickwrap agreement tracking.

  • Clickwrap Activity: Track contract lifecycle events such as status changes, approvals, and signatures to monitor progress and maintain an auditable activity history.

  • CLM Public: Manage workflows, records, entities, obligations, webhooks, and data exports for the full contract lifecycle management platform.

  • CLM SCIM: Manage user provisioning, groups, and schemas via the SCIM 2.0 protocol for identity management and SSO integration.

Clickwrap REST API type:

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Ironclad.

dataLoad.svg​​ How to retrieve the client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Clickwrap Activity API type: 

Site access ID * 

Enter your Ironclad site access ID.

dataLoad.svg​​ How to retrieve the site access ID

CLM Public API type: 

Region *

Select your Ironclad account region: 

  • North America: if your account URL is https://na1.ironcladapp.com/public/api/v1

  • Europe:  if your account URL is https://eu1.ironcladapp.com/public/api/v1

  • Demo: if your account URL is https://demo.ironcladapp.com/public/api/v1

Grant type *

Select your OAuth 2.0 grant type (either Authorization code or Client credentials).

Client ID *

Enter your Ironclad CLM account client ID.

dataLoad.svg​​ How to retrieve the client ID

Client secret *

Enter your Ironclad CLM account client secret.

dataLoad.svg​​ How to retrieve the client secret

CLM SCIM API type: 

Region *

Select your Ironclad account region: 

  • North America: if your account URL is https://na1.ironcladapp.com/public/api/v1https://na1.ironcladapp.com/public/api/v1

  • Europe:  if your account URL is https://eu1.ironcladapp.com/public/api/v1

  • Demo: if your account URL is https://demo.ironcladapp.com/public/api/v1

Grant type *

Select your OAuth 2.0 grant type (either Authorization code or Client credentials).

Client ID *

Enter your Ironclad CLM account client ID.

dataLoad.svg​​ How to retrieve the client ID

Client secret *

Enter your Ironclad CLM account client secret.

dataLoad.svg​​ How to retrieve the client secret

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the respective documentation for Token auth and Basic auth universal connectors.

How to retrieve the client ID and client secret (Clickwrap)

  1. Sign in to your Ironclad Clickwrap account.

  2. Click the Profile icon.

  3. Navigate to Profile icon > API keys.

  4. Give an Application name.

  5. Enter a Description.

  6. Click Register.

  7. Copy the Client ID.

  8. Copy the Client secret.

How to retrieve the site access ID:

  1. Sign in to your Ironclad Clickwrap account.

  2. Navigate to Account > Site settings.

  3. Copy the Access ID.

How to retrieve the client ID and client secret (CLM)

  1. Sign in to your Ironclad CLM account.

  2. Navigate to Company SettingsAPIOAuth Clients.

  3. Click Register OAuth client.

  4. Enter an application Name.

  5. Select the Grant type.

  6. Select the Scopes.

  7. Copy the Client ID.

  8. Copy the Client secret.

Additional references