Integrations overview

Contracts AI can connect to document stores, e-signature platforms, CLM systems, and procurement tools so you can import and sync contracts (and in some cases invoices). Each integration has its own setup in Admin (or Settings) under the integration name.

Where to configure

Open Admin (or Settings) and select the integration from the sidebar (e.g. Google Drive, SharePoint, DocuSign). The steps and fields you see match the integration panels in the app.

Available integrations

| Integration | What it does | Setup summary | |-------------|--------------|----------------| | Google Drive | Import and analyze contracts from chosen Drive folders and shared drives | Domain-wide delegation, enable Admin SDK API, then select folders and save. | | SharePoint | Import and analyze contracts from chosen SharePoint sites | Connect to Microsoft, then select sites and save. | | DocuSign | Import fully executed (signed) contracts | Connect DocuSign account via OAuth; then sync documents. | | SignNow | Import signed documents | Connect SignNow account via OAuth; then sync documents. | | Secured Signing | Import documents using API credentials | Enter API Key and API Secret (and optional scope); connect and sync. | | Ironclad | Import and sync contracts from Ironclad; optional webhooks | Create OAuth app in Ironclad, add scopes, enter Client ID/Secret and region; connect. Optional field mapping and automatic sync. | | Salesforce | Import contracts and monitor status, signatures, completion dates | Connect Salesforce account via OAuth; then sync contracts. | | Box | Import files (e.g. contracts) from Box | Add redirect URI to Box app, enter Client ID/Secret, connect and sync files. | | Coupa | Sync invoices from Coupa | Enter instance URL and API key; save and test connection; then sync invoices. | | Hyland OnBase | Sync supplier invoices (or documents) from Hyland | Enter OAuth URLs, API base URL, Client ID, and Client Secret; save config and connect; then sync documents. |

After connection

• Contracts from document and CLM integrations appear in Contract Views (subject to permissions). Use Sync to [source] on a contract detail page to refresh extraction when the source document changes.
• Invoices (e.g. from Coupa, Hyland) are available in the Invoices section; sync again from the integration panel to get the latest data.
• Disconnect in each panel removes the connection; already-imported data remains in the app.

For step-by-step instructions, open the doc for each integration from the list above (e.g. Google Drive, SharePoint, DocuSign).