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Ironclad Integration

Overview

Connect Conveyor to your Ironclad workspace to streamline trust center access.

With this integration, you can enable any of the following automations:

  • Auto-approve access requests when the requester's email matches an existing Ironclad record.
  • Bypass the NDA gate for counterparties whose Ironclad record indicates an NDA is already signed. This can be configured to match via domain or direct email match
  • Write back signed NDAs when a visitor signs your trust center clickwrap, store it as a new Ironclad record with the PDF attached.

Installation

Create a new OAuth app in Ironclad

  1. In Ironclad, go to Company Settings → API and create a new OAuth app.
  2. Under Grant types, select Client Credentials.
  3. Grant these scope:
    • public.records.readRecords: Needed to match record
    • public.records.readSchemas: Needed for initial setup, configuring correct field
    • public.records.createRecords: Needed for writeback
    • public.records.createAttachments: Needed for uploading signed clickwrap
  4. Save and copy the Client ID and Client Secret for the next step.

Once set up, your app should look like the following:

Set up Integration in Conveyor

  1. Navigate to the Organization Preferences page, click "Add Integration" and choose "Ironclad"
  1. Fill in the following
  • Client ID and Client Secret from the previous step.
  • API User Email: the Ironclad user the integration acts on behalf of. API requests inherit this user's permissions, so make sure they have access to the contract records you want to match against.

  1. If you press next step and arrive successfully at the configuration page, the setup was a success.

Configuration

Once connected, you'll see three independent sections in Ironclad Integration Settings. You can enable any combination, each section's match rules are scoped to that section only.

📘

At the top, a Connected banner with a Test connection button lets you verify the OAuth credentials and required scopes without re-saving. Use it after rotating credentials or if matches stop working.

  1. Auto-approval

    Automatically grant access requests when the requester matches an Ironclad record. You can configure it the following ways:

    • Match by: The requester's email (exact match) or The requester's email domain (everyone at the same company).
    • Counterparty email field: which Ironclad record property holds the counterparty's email. Defaults to counterpartyEmail. The dropdown is populated from your workspace schema; click the refresh icon if you've recently added a property in Ironclad.
    • Limit to record types: optional multi-select to restrict matches to specific record types

  2. NDA bypass

    Skip the NDA gate for requesters with a matching Ironclad record. Match by, Counterparty email field, Limit to record types, same fields as Auto-approval, scoped to this section only.

  3. NDA Writeback

    Conveyor can store signed clickwrap NDAs as records in your Ironclad workspace. A record is only - - created when the signer uses Conveyor's clickwrap when all other methods of bypassing NDA (including ironclad) fails. You can configure it the following ways:

    • Record type for new NDAs: the Ironclad record type that signed clickwrap will be created as.
    • Counterparty email field for write-back: the property which the new record the signer's email gets stamped on.

Here's an example setup: