TerraTrue’s Ironclad integration creates a two-way communication between Ironclad and TerraTrue that allows you to automatically create TerraTrue launches from Ironclad and send TerraTrue status updates to Ironclad.
This document will walk you through a few steps to configure the integration. We’ll also detail the data flow between Ironclad and TerraTrue. Finally, we’ll discuss how to specify which Ironclad workflows trigger webhook events.
Note: TerraTrue's integration to Ironclad is company-wide and follows the Company Admin or Service Account Connection authorization model. We recommend creating a service account with Admin rights for Ironclad specifically for Terratrue, but any Admin user can be used to authorize the integration.
Ironclad Integration Steps
Step 1: Create TerraTrue App on Ironclad
To access information in Ironclad, TerraTrue needs OAuth2 credentials. To create these credentials:
- Log in to Ironclad
- In the top right, click on your name and then Company Settings
- In the menu on the left, click on API
Note: If you don't see the API menu option, you may need to enable API access in your Ironclad account. Please reach out to your Ironclad account manager and ask them to enable API access. - On the Apps tab of the API screen, click on the Create App button and type TerraTrue in the name text box. Click on the “Create App” button to proceed.
- Make sure you copy the Client Secret for your new App before you click “Continue” because you’ll need it in a later step. If you don’t save the Client Secret, you’ll need to reset it.
- Select only the Authorization Code” as the Grant Types and add the following minimum required scopes:
- public.workflows.readSignatures
- public.workflows.createComments
- public.workflows.readSchemas
- public.workflows.readWorkflows
- public.workflows.readDocuments
- Optionally, add the following scopes:
- public.workflows.readApprovals
- public.workflows.readParticipants
- Add the following Redirect URI
- https://launch.terratrue.com/oauth2/callback/ironclad
- Click on Save button to persist your App settings.
Step 2: Enable the Ironclad integration in TerraTrue
Note: Client Credentials is deprecated and no longer supported for new integrations. All integrations moving forward will use the Authorization Code integration method. To switch to Authorization Code, disable and then re-enable the integration.
- Log in to TerraTrue
- Navigate to the Ironclad integration settings (Org Settings > Integrations > Ironclad)
- Click the “Enable Integration” toggle
- After completing Step 1 in the setup wizard, click on Continue.
- Paste the Client ID and Client Secret for TerraTrue App into the corresponding fields. Select your Ironclad Domain, then click Next.
- Copy the provided Webhook URL – you will need it later in Step 4 of this guide.
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Click on Complete Setup. You will be redirected to Ironclad to authorize the integration with TerraTrue.
Note: A service account with Admin rights must be used for granting this authorization.
Step 3: Configure optional settings
Launch triggers
The Launch Triggers section allows you to specify which Ironclad workflow templates and fields trigger a launch in TerraTrue.
First, select the workflow templates that should trigger a launch. Next, you have the option of selecting trigger fields and capture fields.
- Not selecting any trigger fields for a workflow template means all workflows created in Ironclad with that template will trigger launches.
- Selecting a field that is a Yes/No question type will create a launch whenever a user answers “yes” to that question in Ironclad. For example, you could create a Yes/No question in Ironclad that asks if the agreement will involve sharing data with a third party. If the Ironclad user answers "yes," a TerraTrue launch will be created.
- Selecting any other field type will create a TerraTrue launch whenever that field contains an answer. For example, if you select Counterparty Name, a TerraTrue launch will be created whenever a name is entered in the Counterparty Name field.
- Selecting capture fields will pull those field values into each launch created from Ironclad and will make those fields available for use in launch workflow pre-population.
Send status updates to Ironclad
When a launch is created via the Ironclad integration, we send a comment to the Ironclad workflow with a link to the TerraTrue launch.
You can also opt in to having status updates sent back to Ironclad whenever the launch or review team status changes. To enable this functionality, toggle on the “Send status updates to Ironclad” selection.
Import signed documents from Ironclad
Once the legal document is signed by the counterparty, you have the option to automatically import the signed document into the launch as an attachment. To enable this functionality, toggle on the “Import signed documents from Ironclad” selection.
Step 4: Add a webhook to Ironclad
- From the Ironclad integration setting in TerraTrue, copy the URL in the Webhook section
- In Ironclad, navigate back to Company Settings > API
- Click “Create Webhook” at the bottom of the API screen
- Paste the webhook in the Target URL field
- Select “workflow_launched”, “workflow_updated”, "workflow_attribute_updated" and "workflow_signature_packet_fully_signed" in the Events field
- Click Create to save your webhook
Using the Ironclad Integration
Create a launch using Ironclad
In Ironclad, create a new workflow using any Launch Trigger criteria that was specified in the Ironclad integration setting in TerraTrue. After submitting the workflow, a launch will be created in TerraTrue and a comment will be added to the workflow with a link to the launch.
Review a launch created with Ironclad
- Click the link to the TerraTrue launch or find the launch on the Launchpad.
- When opening a launch created via the Ironclad integration, you will see that the Ironclad workflow title was copied to the launch. If an agreement date is provided by the workflow, then the release date will have that value. If no agreement date is provided, then the release date will be three weeks from the creation date.
- Also, you will see a link to the related Ironclad workflow in the Links section of the launch.
Workflow Comments
- On launch creation, a comment is sent to the corresponding workflow.
- If Send Status was selected in the Ironclad integration setting, changes to launch review team status and launch status are sent as comments to the workflow.
Security Considerations
The Ironclad Integration is a bidirectional communication between Ironclad and TerraTrue. To set it up, you’ll need to provide OAuth2 credential, specify your Ironclad domain, and authorize the TerraTrue app with an Ironclad Admin user so that we can authenticate with your Ironclad instance. This authorization allows TerraTrue to authenticate with your Ironclad instance and perform public API calls using the granted scopes. If you have any questions, email support@terratrue.com.