In this article, you'll:
Overview
Capture the power of Ironclad and empower your business with contract management and have this information push directly into Xakia without human intervention.
A workflow with Ironclad will look like this:
Your business user will interact with Ironclad to create a workflow
The information gathered by Ironclad will push into Xakia as a matter:
Assigned to the appropriate member of your legal team
Internal contacts = business requester
Status = in progress / awaiting action depending on status in Ironclad
Noted as resources = 'automated - partial'
Updates in Ironclad will push through as 'status notes' on the Xakia matter
When the Ironclad workflow is completed, the Xakia matter will also be updated to status = completed
Capturing this information brings all of your Xakia information together in one platform - as your single, central source of truth and in-house legal hub.
Ironclad and Xakia integration
The Ironclad integration can be configured directly from 'Admin' in the Xakia platform. Follow these instructions below to get started.
Step 1: Ironclad API Key
Login to your Ironclad instance and navigate to 'Company Settings'
Select 'API' from the settings menu. If the API option is not available, please contact Ironclad Support
Enter a description for the new token e.g. ‘Xakia Integration’ and press 'Create'
Ensure you copy the token as it will not be accessible later
Step 2: Xakia configuration
In Xakia, navigate to 'Admin' > 'Integrations' and select the 'Automation' tab
In the 'Provider' drop-down, select 'Ironclad'. The Ironclad configuration panel will show
Enter your API token from Ironclad into the 'API Token' field and press ‘Check Credentials’ to confirm the API key is working
Press 'Save' to confirm the configuration
Step 3: Ironclad to Xakia mapping
Ironclad workflows are mapped to Xakia templates to provide default values for fields that may not exist in Ironclad. Multiple Ironclad templates can mapped to a single Xakia template, allowing you to have a single ‘Ironclad Template’ in Xakia.
Any Ironclad workflows that are NOT mapped to a Xakia template will be ignored by the integration and a matter will NOT be created for them. This allows you to opt-in or out of the integration for Ironclad workflows as needed.
Press ‘Add Template’ to create a new Ironclad to Xakia mapping
On the left-hand side of the mapping, enter the 'Ironclad Workflow' template id you want to map.
The workflow id can be found in Ironclad by starting a workflow and copying the id from the URL in the browser.
For example, if the URL is
https://ironcladapp.com/workflows/launch/5f4d3c02c5cdd7f904438e04, the template id is 5f4d3c02c5cdd7f904438e04
On the right-hand side of the mapping, select the Xakia template to map to from the drop-down
Press 'Save' to confirm the configuration
Internal Client Portal integration with Ironclad
If you are using the Internal Client Portal, you can connect Ironclad to your Internal Client Portal. This will direct your internal clients to Ironclad.
Note: you must have the Ironclad integration connected first before you can connect your Internal Client Portal.
Follow the below steps below to connect Ironclad to your Internal Client Portal:
In Xakia, select 'Admin' in the top navigation menu
Navigate to 'Xakia Advance' in the left hand panel
Select the 'Internal Client Portal' tab
Select the 'Tiles' tab
Click on the 'Add New' button
Give your Tile a 'Name' and 'Description'
Under 'Type', select 'Ironclad'
Insert Ironclad URL
Click on the 'Save' button
In the Internal Client Portal, a Tile connected to Ironclad will be displayed. When selected by the Internal Client, it will direct them to Ironclad through a new window.