Introduction
Connect Ironclad to Sana to manage your workflows. Launch new workflows and comment existing workflows to streamline your contract lifecycle management directly from Sana In summary, the connector has the following key characteristics:
Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List workflows |
Launch workflows |
Comment workflows |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
scim.users.readUsers | Read Ironclad user identities via SCIM (for mapping and assignments) |
public.workflows.readWorkflows | View existing workflows and their current status |
public.workflows.readSchemas | Read workflow schemas / templates to know available fields and configuration |
public.workflows.createWorkflows | Start new workflows based on available templates |
public.workflows.updateWorkflows | Update properties or state of existing workflows |
public.records.readSchemas | Read record schemas to understand record types and fields |
public.records.readRecords | View existing records linked to workflows or contracts |
public.records.createRecords | Create new records in Ironclad (e.g. counterparties, contracts) |
public.webhooks.createWebhooks | Register new webhooks to receive Ironclad event callbacks |
public.webhooks.deleteWebhooks | Remove existing webhook registrations |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Ironclad in the list of available integrations
Scroll to the Available integrations section and locate Ironclad.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Ironclad and approve the requested scopes
You'll be redirected to Ironclad to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Ironclad account. Click Continue to complete the setup and start using the connector.