Ironclad

• Create obligation occurrence

  Record a new triggered occurrence of an existing source obligation.

• Create record

  Create a contract record in the repository with a record type, a name and metadata properties.

• Create smart import record

  Upload a contract file and use Smart Import to create a record and predict its properties.

• Create workflow comment

  Post a comment to a workflow's activity feed as the connected user, optionally as a reply to another comment and with @-mentions.

• Create workflow signature recipient url

  Create a link that a signer, or a view-only recipient, can open to reach the workflow's signature request.

• Delete entity

  Delete an entity.

• Delete obligation

  Delete an obligation.

• Delete record

  Delete a contract record from the repository.

• Delete record attachment

  Remove one file from a contract record by its attachment key; the record itself stays.

• Delete scheduled workflow signature request

  Remove the scheduled send from a workflow, so its signature request (the signature packet for the signers) is no longer sent at the scheduled time.

• Delete workflow signer

  Remove a signer from a workflow's signature packet.

• Download data export

  Download the file of a finished data export job: CSV, or JSON Lines if the job was created with export_format JSON.

• Download record attachment

  Download one file attached to a record by its attachment key; signedCopy is the key of the signed copy.

• Download workflow document

  Download one document of a workflow by its document key: a draft (usually DOCX) or the signed PDF.

• Download workflow email attachment

  Download one file attached to an email thread of a workflow.

• Edit record renewal

  Edit a record's renewal type, term, opt-out timing, remaining renewal count, initial term, and expiration settings.

• Export data

  Create an Ironclad workflow-activity or audit-log data export job, poll its status with a bounded configurable wait, then download and return the completed CSV or JSON Lines file.

• Export records xlsx

  Download an XLSX spreadsheet of records for the record types and property columns you name.

• Extend record

  Extend a record, optionally setting the renewal term length.

• Get data export status

  Check a data export job started with IRONCLAD_CREATE_DATA_EXPORT.

• Get entity

  Get one entity by id or Ironclad id: its name, status, relationship type ids, parent and properties (each as {type, value}).

• Get obligation

  Get one obligation by id or Ironclad id: its name, parent contract, status, due date, assignee and properties (each as {type, value}), and whether it is a source obligation or an occurrence; a source…

• Get record

  Get one contract record by id or Ironclad id: its type, name, properties (each as {type, value}), attachments, links, parent and children, and contract status.

• Get records schema

  Get the record schema of the company's repository: the record type keys, every property id with its display name and type, and the attachment keys.

• Get smart import predictions

  Check whether Smart Import has finished predicting properties, for one record (record_id) or for every record of an import (import_id); one of the two is required.

• Get workflow

  Get one workflow by id or Ironclad id: its step, status, roles, approvals, signatures, attribute values and the schema that types each attribute.

• Get workflow comment

  Get one comment of a workflow by its comment id, with author, time, mentions, the comment it replies to and reactions.

• Get workflow email thread

  Get one email thread of a workflow by its email thread id.

• Get workflow launch status

  Check a workflow launch started with IRONCLAD_LAUNCH_WORKFLOW using execution_mode async.

• Get workflow schema

  Get the launch-form schema of one workflow template: every attribute id with its type, display name, whether it is required (always, never or conditional) and its dropdown options.

• Get workflow sign status

  Get the signing state of a workflow that is in the Sign step: signers and their status, routing order, the signature provider, whether a signed upload is required and any scheduled send.

• Launch workflow

  Launch a workflow from a template.

• Launch workflow from attribute source

  Launch from an existing Coupa or Salesforce workflow sync mapping.

• List entities

  List the entities (counterparties and other parties) of the company, one page per call, optionally narrowed by free-text search or a formula and sorted.

• List entity relationship types

  List the entity relationship types the company has defined, such as customer or vendor, all in one call.

• List obligation instances

  List the instances (occurrences) of one source obligation, by id or Ironclad id, one page per call, ordered by due date with undated instances last; every item has obligation_type OCCURRENCE.

• List obligations

  List the source obligations of the company, one page per call, optionally narrowed by free-text search or a formula and sorted.

• List records

  List the contract records in the repository, one page per call, optionally filtered by record type, update time, free-text search or a property formula, and sorted.

• List workflow approval requests

  List the approval requests that have taken place on a workflow, one page per call: who was asked, when, the outcome and how long it took.

• List workflow approvals

  Get the current approvals of a workflow in one call (not paged): its approval groups with their order and each reviewer's status, and the workflow's roles with their ids, display names and assignees.

• List workflow comments

  List the comments in a workflow's activity feed, one page per call, with author, time, mentions, replies and reactions.

• List workflow documents

  List a workflow's documents in two groups, those in the signature packet and those left out of it, each with its document key, filename and version.

• List workflow email threads

  List the email threads of a workflow, one page per call.

• List workflow participants

  List the users who participate in a workflow (user id and email), one page per call, optionally narrowed to one email.

• List workflow role eligible assignees

  List the users who may be assigned to one role of a workflow, one page per call, plus the role's default assignee where Ironclad returns one.

• List workflows

  List the workflows the connected user can see, one page per call, optionally filtered by status, template, update time, free-text search or an attribute formula.

• List workflow schemas

  List the workflow templates that can be launched, with their launch-form schemas: each entry has the template id, name, the same launch-form schema IRONCLAD_GET_WORKFLOW_SCHEMA returns for one…

• List workflow signers

  List the signers of a workflow with name, email, role name, signature status and delegates.

• List workflow turn history

  List the turn history of a workflow, one page per call: each turn names the party that held the workflow, the user, the location and the start and end times.

• Pause workflow

  Pause an active workflow that is in the Review step, recording a comment that explains why; Ironclad documents that only active workflows in the Review step can be paused.

• Refresh workflow from attribute source

  Only for an existing attribute source configuration, such as a Coupa or Salesforce workflow sync mapping: refresh a workflow from it.

• Remind workflow signer

  Email a signer a reminder that their signature is needed.

And 20 more in Definable.