Connect Ironclad and monday.com to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Ironclad with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Approval Event" from Ironclad.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Ironclad and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- User Email for Impersonation
- User ID for Impersonation
Try ItTriggerInstant- Workflow Event
- User Email for Impersonation
- User ID for Impersonation
Try ItTriggerInstant- Workflow SchemaRequired
- User Email for Impersonation
- User ID for Impersonation
ActionWrite- NameRequired
- Links
- User Email for Impersonation
- User ID for Impersonation
ActionWrite
- Workflow Document Event
- User Email for Impersonation
- User ID for Impersonation
Try ItTriggerInstant- Record IDRequired
- User Email for Impersonation
- User ID for Impersonation
ActionWrite- Workflow IDRequired
- User Email for Impersonation
- User ID for Impersonation
ActionWrite- Record IDRequired
- Name
- Add Links
- User Email for Impersonation
- User ID for Impersonation
ActionWrite
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Connect Ironclad and monday.com to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Ironclad + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Ironclad and monday.com
What is required to set up the integration between Ironclad and monday.com?
To set up the integration between Ironclad and monday.com, you'll need active accounts on both platforms. In the integration process, you'll select triggers from Ironclad such as 'Contract Approved' or 'Contract Signed', which can then initiate actions in monday.com like creating an item or updating a status. Our setup guide will take you through step-by-step.
Can the integration automatically update project statuses in monday.com when a contract is signed in Ironclad?
Yes, with our integration, you can set up a trigger for when a contract is signed in Ironclad to automatically update the status of related projects or items in monday.com. This helps in keeping all stakeholders informed without manual intervention.
Is it possible to generate documents in Ironclad based on changes made in a monday.com board?
Through our integration, you can indeed configure actions that allow document generation in Ironclad based on specific changes or triggers from monday.com boards, such as status updates or new item entries.
How do I troubleshoot if my data is not syncing between Ironclad and monday.com?
First, ensure that both your Ironclad and monday.com accounts are properly connected. Check for any error messages within the integration panel that might indicate what needs fixing. Make sure your triggers and actions are correctly configured and try reconnecting the accounts if necessary.
What types of notifications can be set through this integration?
The integration permits setting notifications such as alerting users when a contract is nearing expiration or when its status changes within Ironclad. These notifications can be sent directly to a designated board or individual users via monday.com to ensure immediate follow-up.
Can we track contract review progress from within monday.com using this integration?
Absolutely, by setting up certain triggers like 'Contract Sent for Review' from Ironclad that update respective fields or items in your monday.com boards, you can easily track and manage contract review progress directly through your existing workflows.
Does this integration support custom workflows across platforms?
Yes, we support custom workflows tailored to fit various business processes across both platforms. You can create specific triggers and actions that correspond precisely to your operational needs, allowing for seamless automation between signing contracts and task management tasks.
