Update Contract Status from Ironclad to Dynamics 365

Overview

Synchronizing workflow status between Ironclad and Dynamics 365 is essential for maintaining real-time visibility across sales, legal, and operations teams.
This ensures accurate and timely insights into the contract lifecycle, improving collaboration and decision-making.

Example Use Cases

• Legal team completes an initial contract review\
• Contract transitions from draft to internal review\
• Negotiation phase begins with the customer\
• Senior manager approves contract terms

Architecture Overview

The following diagram illustrates how workflow approval statuses synchronize between Ironclad and Dynamics 365:

Implementation Steps in Power Automate

Step 1 --- Create Webhook (Ironclad Connector)

Create a new flow in Power Automate and add the Create Webhook trigger from the Ironclad connector.
Select the event workflow_updated.

Step 2 --- Retrieve a Workflow

Use the Retrieve a Workflow action to pull workflow properties from Ironclad using the workflow ID from the webhook event.

Expression to extract Workflow ID:

outputs('Create_Webhook')?['body/payload']['workflowID']

Step 3 --- Update a Row (Dataverse/Dynamics Connector)

Use the Update a row action to update the correct Agreement record in Dynamics.

Expression for Dynamics MSA ID:

body('Retrieve_a_Workflow')?['body/formattedAttributes/dynamicsMsaId']

Completed Flow

Below is the full Power Automate flow with all steps connected:

Testing the Integration

1. Approve workflow in Ironclad

Trigger the flow by approving a workflow launched from Dynamics.

2. Dynamics 365 automatically updates

The corresponding Agreement record in Dynamics updates its Ironclad Workflow Status to reflect the current stage.

Conclusion

This integration provides a seamless and automated approach for updating workflow status between Ironclad and Dynamics 365.
By leveraging webhooks and Power Automate, teams gain synchronized, real-time contract status visibility across platforms.