Integration Ironclad with Dynamics 365 with Power Automate Connector

In a typical sales scenario, account executives rely heavily on Dynamics 365 to manage their customer relationships and associated agreements. By leveraging Power Automate or Dataverse Accelerator, these account executives can seamlessly initiate new contract workflows directly from their familiar Dynamics 365 interface, eliminating the need to switch between platforms or manually transfer data. In this example, When creating a new agreement record in Dynamics 365, an MSA Workflow can automatically be triggered in Ironclad, pre-populating key information such as customer details, agreement terms, and stakeholder information from any table. As the contract progresses through various stages in Ironclad - from initial draft to final execution - real-time status updates are automatically reflected back in the Dynamics 365 agreement record, keeping the account executive informed without requiring them to leave their primary workspace. Once the MSA is fully executed, the signed document is accessible directly through Dynamics 365, creating a streamlined end-to-end contract management experience that enhances productivity and ensures data consistency across both systems.

Power Automate is a cloud-based service within the Microsoft Power Platform that enables organizations to create and automate processes across multiple applications and services without extensive coding knowledge. As a low-code/no-code solution, Power Automate empowers business users and IT professionals to design complex integration scenarios that connect diverse systems like Dynamics 365 and Ironclad through pre-built connectors and custom workflow actions.

The Ironclad Power Automate Connector is an open-source solution developed by an Ironclad partner that bridges apps built in the Microsoft Power Apps platform and Ironclad's Contract Lifecycle Management (CLM) platform. The connector must be manually uploaded to your Power Platform environment as a custom connector in Power Platform, this Ironclad Partner-developed connector provides configurable access to Ironclad’s public APIs within the Power Automate environment without needing custom code. While not an official Ironclad product, the connector offers Ironclad customers a practical solution for creating a seamless contract management experience between Ironclad and the Microsoft ecosystem of business platforms.

Please note that the approach outlined in this guide is only meant to demonstrate an example solution for building an integration with Ironclad, but it is a custom integration and some knowledge of Power Automate is required for the configuration of this connector. To view a list of out-of-the-box connectors that Ironclad supports, check out our Help Center.

This connector can enable teams to initiate contract workflows directly from Dynamics 365 records, automatically populating agreements with relevant customer and deal information. When working with NDAs, MSAs, SOWs, or other legal documents, users can stay within their familiar Dynamics 365 environment while leveraging Ironclad's powerful contract automation capabilities. The connector can be configured to ensure that all approval stages are logged and synchronized between systems, maintaining a clear audit trail and providing real-time visibility into contract status.

This guide walks through downloading the connector from Github and configuring it in Power Automate, and provides detailed instructions for common integration scenarios. You'll learn how to initiate Ironclad workflows from Dynamics 365 records, synchronize approval statuses between systems, and access executed agreements within Dynamics 365. Each section includes step-by-step instructions and best practices to help you configure the integration according to your organization's specific needs.

If you need alternative integration paths, you can use Ironclad’s public APIs (https://developer.ironcladapp.com/reference/getting-started-api) with any system that supports RESTful APIs and our authentication modes. Ironclad also has middleware partners that provide supported Ironclad Connectors in their platforms (e.g. Tray.io, Zapier).