1.Detect new workflow event
Integrate Ironclad to map workflow title and record type and to create an item name and subitem name for review.
Create task items from new contract workflows for review
Automatically monitor workflow launched events across Ironclad and monday.com. Create intake items with contract reference links and subitems for reviewβso you can avoid manual setup, skip noisy intake, and route drafts faster.
How this automation accelerates your review intake
When workflow launched events happen in Ironclad, intake can stall and review teams lack ready-to-approve tasks. This automation creates board items and subitems and adds contract reference linksβso your team can start review without manual setup.
Ironclador swap with your favorite app
2.Filters qualifying workflows
Integrate Filter by Zapier to continue only for qualifying workflows to avoid noisy intake items.
Filter by Zapieror swap with your favorite app
3.Builds contract reference link
Integrate Formatter by Zapier to extract IDs from returned URLs and to compose a contract reference link.
Formatter by Zapieror swap with your favorite app
4.Creates board item
Integrate monday.com to create an item, set status, and add the contract reference link to the link column.
monday.comor swap with your favorite app
5.Creates review subitem
Integrate monday.com to create a subitem under the parent item and to set the drafted status in the subitem workflow.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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