Integrations
Connect Google Drive, SharePoint, DocuSign, SignNow, Secured Signing, Ironclad, Salesforce, Box, Coupa, and Hyland. Setup and usage for each integration.
13 articles
- Box integration→
Connect Box by configuring OAuth and syncing files. Authorize with Box and choose folders to sync so contract documents in Box are available in Contracts AI.
- Coupa integration→
Connect Coupa with instance URL and API key to sync invoices. Configure your Coupa instance and API credentials to import and link invoices to contracts.
- DocuSign integration→
Connect DocuSign to import fully executed (signed) contracts. Link your DocuSign account and configure which envelopes or documents are imported into Contracts AI.
- DocuSign, SignNow, and Secured Signing→
E-signature integrations – links to step-by-step setup. DocuSign, SignNow, and Secured Signing each have a dedicated guide for connecting and importing signed contracts.
- Google Drive integration→
Connect Google Workspace and select Drive folders to import and analyze contracts. Authorize with Google, pick folders to sync, and manage the connection from Settings or Admin.
- Hyland OnBase integration→
Connect Hyland OnBase with OAuth URLs and client credentials to sync supplier invoices. Set up the OnBase connection so supplier invoices are available in Contracts AI for linking and analysis.
- Ironclad integration→
Connect Ironclad with OAuth and optional webhooks for contract sync. Authorize Ironclad and optionally set up webhooks so contract data stays in sync with your CLM.
- Ironclad, Salesforce, Box, Coupa, and Hyland→
CLM, CRM, storage, and procurement integrations – links to step-by-step setup. Ironclad, Salesforce, Box, Coupa, and Hyland each have a dedicated guide for connecting and syncing data.
- Integrations overview→
Connect external systems to Contracts AI. Overview of supported integrations for storage, e-signature, CLM, CRM, and procurement, with links to setup guides.
- Salesforce integration→
Connect Salesforce to import contracts and monitor status. Link your Salesforce org so contract records and status flow into Contracts AI for a unified view.
- Secured Signing integration→
Connect Secured Signing using API credentials to import documents. Enter your API credentials and configure the connection to pull signed documents into Contracts AI.
- SharePoint integration→
Connect Microsoft SharePoint and select sites to import and analyze contracts. Authorize with Microsoft, choose sites or libraries to sync, and keep contract documents in sync with Contracts AI.
- SignNow integration→
Connect SignNow to import signed documents. Set up the SignNow integration with your credentials so executed agreements are available in Contracts AI for analysis and storage.