This topic will provide you with an overview of the Ironclad Zapier integration.
Zapier Integration
The Ironclad Zapier integration enables you to connect Ironclad with over 5,000 apps in the Zapier ecosystem. Zapier is a no-code tool that lets you quickly integrate platforms to create custom automations and workflows with tools you’re already using, such as your accounting system, collaboration tools, or ticketing platforms. Zapier can both trigger actions in Ironclad (e.g. create a workflow when a ticket in Jira is updated) and trigger events in other platforms (e.g. post a message in Microsoft Teams when a workflow is signed).
To learn more about how to automate your processes using Zapier, refer to Zapier’s documentation.
Ironclad Triggers and Actions
There are a variety of supported Ironclad triggers and actions in Zapier. Triggers are the events that begin workflows. Actions are the events that are then performed in response to the trigger. To learn more about supported triggers and actions, refer to Zapier.
Ironclad Triggers
- New Approval Event: Provides the ability to initiate flows based on changes to workflow approval status.
- New Workflow Document Event: Provides the ability to initiate flows based on the updating, addition, renaming or removal of workflow documents.
- New Workflow Event: Provides the ability to initiate flows based on general workflow events such as launch, updates, completion and cancellation.
Ironclad Actions
- Delete Record
- Launch New Workflow
- Get Workflow Approvals
- Create Record
- Update Record
- Update Workflow
- Update Workflow Approval
- Create Workflow Comment
- Find a Record
- Find a Workflow