Create an OAuth client in Ironclad
Register an OAuth client to obtain a Client ID and Client Secret.
1
Open API settings
Sign in to Ironclad as an admin and open the API settings.
- Go to Company Settings → API
- Open the Client Applications / OAuth Apps section
2
Create the client
Create a new OAuth client application.
- Click Create Client Application
- Set the Redirect URI to the Callback URL from your Connector Profile
- Select the OAuth scopes the integration needs (see below)
3
Select scopes
Enables actions: Cancel A Workflow, Cancel Signature Request, Check Data Export Job Status, Create A Comment On A Workflow, Create A Record, Create A Webhook, Create A Workflow Synchronously, Create An Attachment On A Record, Create An Entity, Create An Obligation, Delete A Record, Delete A Webhook, Delete An Attachment On A Record, Delete An Entity, Download Data Export File, Get All Entity Relationship Types, List A Comment From A Specified Workflow, List All Comments On A Workflow, List All Entities, List All Obligations, List All Records, List All Webhooks, List All Workflow Approvals, List All Workflow Participants, List All Workflow Schemas, List All Workflow Signers, List All Workflows, Pause A Workflow, Replace A Record, Resume A Workflow, Retrieve A Record, Retrieve A Webhook, Retrieve A Workflow, Retrieve A Workflow Document, Retrieve A Workflow Schema, Retrieve An Attachment On A Record, Retrieve An Entity, Retrieve An Obligation, Retrieve Documents From A Workflow, Retrieve Records Schema, Retrieve Sign Step Status, Retrieve The Turn History On A Workflow, Run An Action On A Record, Send Signature Request, Submit A Request To Generate A New Data Export, Update A Webhook, Update An Entity, Update An Obligation, Update Approval Status On A Workflow, Update Record Metadata, Update Workflow Metadata
Grant the scopes required by the actions you will use.
4
Copy credentials
Copy the generated credentials.
- Copy the Client ID
- Copy the Client Secret and store it securely (shown once)
Choose your region
Pick the environment that matches your Ironclad account host (shown in your Ironclad URL).
na1.ironcladapp.com→ North America (na1)eu1.ironcladapp.com→ Europe (eu1)demo.ironcladapp.com→ Demo
Creating the StackOne Connector Profile
To create the Connector Profile in StackOne for Ironclad:1
Open the connector
Log in to StackOne, open Connectors, and select Ironclad.
2
Choose actions and events
- Click Add Profile.
- If the connector offers more than one authentication method, set the Auth Method filter to OAuth 2.0 (Client Credentials).
- Select the actions, and any events, to enable for this Connector Profile.
- Click Continue.
3
Set up authentication
- Select Authentication Type as OAuth 2.0 (Client Credentials).
- Fill out the fields using details retrieved from your provider:
- Client ID
- Client Secret
- Scopes (Optional)
- Server Domain
- Click Create Profile.