Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
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
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Ironclad. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
List properties options |
List record id options |
List record type options |
List selected events options |
List template id options |
List workflow id options |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Ironclad.
Trigger |
New Approval Event Instant |
New Workflow Document Event (Instant) |
New Workflow Event (Instant) |
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:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Ironclad in the list of available connectors
Scroll to the Available connectors section and locate Ironclad.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Ironclad card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: 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 6: Complete the set up
You've successfully connected your Ironclad account. Click Continue to complete the setup and start using the connector.