Ironclad for your voice agent

Ironclad is a contract lifecycle management platform for workflows, approvals, signatures, and contract records. It helps legal and business teams manage agreements, entities, and obligations in one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Ironclad app. You register an app in Ironclad's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
34 actions, such as download Data Export, download Record Attachment and download Workflow Document.
What it changes
46 actions, such as activate Record, create Data Export and create Embedded Workflow Signature Recipient URL.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 80. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Ironclad actions

Reads 34

  • Download Data Export
  • Download Record Attachment
  • Download Workflow Document
  • Download Workflow Email Attachment
  • Export Data
  • Export Records XLSX
  • Get Data Export Status
  • Get Entity
  • Get Obligation
  • Get Record
  • Get Records Schema
  • Get Smart Import Predictions
  • Get Workflow
  • Get Workflow Comment
  • Get Workflow Email Thread
  • Get Workflow Launch Status
  • Get Workflow Schema
  • Get Workflow Sign Status
  • List Entities
  • List Entity Relationship Types
  • List Obligation Instances
  • List Obligations
  • List Records
  • List Workflow Approval Requests
10 more
  • List Workflow Approvals
  • List Workflow Comments
  • List Workflow Documents
  • List Workflow Email Threads
  • List Workflow Participants
  • List Workflow Role Eligible Assignees
  • List Workflows
  • List Workflow Schemas
  • List Workflow Signers
  • List Workflow Turn History

Changes 37

  • Activate Record
  • Create Data Export
  • Create Embedded Workflow Signature Recipient URL
  • Create Entity
  • Create Obligation
  • Create Obligation Occurrence
  • Create Record
  • Create Smart Import Record
  • Create Workflow Comment
  • Create Workflow Signature Recipient URL
  • Edit Record Renewal
  • Extend Record
  • Launch Workflow
  • Launch Workflow From Attribute Source
  • Pause Workflow
  • Refresh Workflow From Attribute Source
  • Remind Workflow Signer
  • Replace Record
  • Resume Workflow
  • Revert Workflow To Review
  • Schedule Workflow Signature Request
  • Send Workflow Signature Request
  • Supersede Record
  • Terminate Record
13 more
  • Undo Record Lifecycle Action
  • Update Entity
  • Update Obligation
  • Update Record
  • Update Scheduled Workflow Signature Request
  • Update Workflow Approval
  • Update Workflow Attributes
  • Update Workflow Role Assignment
  • Update Workflow Signature Packet
  • Update Workflow Signer
  • Upload Record Attachment
  • Upload Signed Workflow Document
  • Upload Workflow Document

Deletes 9

  • Cancel Record Auto-Renewal
  • Cancel Workflow
  • Cancel Workflow Signature Request
  • Delete Entity
  • Delete Obligation
  • Delete Record
  • Delete Record Attachment
  • Delete Scheduled Workflow Signature Request
  • Delete Workflow Signer

Ironclad setup

  1. Registering your Ironclad app

    Create an app in Ironclad's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Ironclad

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 80 actions the agent may use. Start with lookups and add the ones that change Ironclad when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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