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AI ⇄ Business productivity

Autopilot to Ironclad integration — real-time, two-way sync

Keep Autopilot and Ironclad in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Autopilot and Ironclad

Feed Ironclad's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Ironclad, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting Ironclad's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Workflow Documents, Workflows, Records, Entities from Ironclad into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Lists, Custom Fields, Smart Segments, Journeys (Triggers), the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in Ironclad. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 02 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 03 Sync Entities (counterparties) two-way with a CRM or ERP so company and vendor master data matches across the CLM and the systems of record.
  • 04 Stream workflow approval and signature webhook events into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.

Common sync patterns

Where Autopilot classifies or scores: results land on the record

Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in Ironclad, so the team acts on them in the tool they already use.

Where Autopilot generates text: drafts and summaries where the work happens

Summaries, suggested replies, or generated content from Autopilot sync onto the Ironclad record as a field or note, ready for a person to review before it goes out.

Every output routes back to the right record

Because each item is matched on a stable identifier, an Autopilot result always attaches to the record in Ironclad it was computed from, with no manual reconciliation.

What you can sync between Autopilot and Ironclad

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Autopilot objects Ironclad objects How this pairing syncs
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Obligations Post-signature commitments, milestones, and renewal dates tied to contracts; synced two-way to drive renewal, compliance, and finance reporting in downstream systems. Smart Segments is specific to Autopilot and Obligations to Ironclad — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Webhooks Event subscriptions that push workflow, approval, signature, document, and comment changes to Stacksync in near real time; created, listed, and deleted through the API across 40+ event types. Journeys (Triggers) is specific to Autopilot and Webhooks to Ironclad — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Workflow Approvals Per-workflow approval requests and their state; read to report approval status and cycle time, and status changes arrive live through the workflow_approval_status_changed event. Activities is specific to Autopilot and Workflow Approvals to Ironclad — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Signature Packets The e-signature packets on a workflow (sent, signatures collected, fully signed); read to track signing progress, with packet events delivered by webhook for real-time status. Contacts is specific to Autopilot and Signature Packets to Ironclad — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Workflow Documents Draft and executed documents attached to a workflow; retrieved to pull generated or signed files out into a document store or archive. Lists is specific to Autopilot and Workflow Documents to Ironclad — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Workflows The core unit of Ironclad: a live contract process (NDA, MSA, order form) moving through creation, review, approval, and signature. Launched via POST, updated via PATCH, and read for status, so contract processes move two-way between Ironclad and a database, CRM, or ERP. Custom Fields is specific to Autopilot and Workflows to Ironclad — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Ironclad

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Autopilot Ironclad Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Ironclad through its API, with automatic retries and rate-limit backoff.

Ironclad Autopilot Sub-second propagation

DetectionIronclad notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • Ironclad: Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.
What ships with Autopilot ⇄ Ironclad

Connect Autopilot and Ironclad for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Ironclad connection.

Real-time

Two-way sync

Changes in Autopilot or Ironclad instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Ironclad data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Autopilot or Ironclad record.

Observability

Monitoring

Track your Autopilot ⇄ Ironclad sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and Ironclad.

How the Autopilot and Ironclad connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

Ironclad

Integration surface
REST/JSON Public API (CLM API) at https://na1.ironcladapp.com/public/api/v1 (NA1 and EU1 regions plus a demo/sandbox), with a native Webhooks subscription API; described by an OpenAPI 3.1 spec.
Authentication
OAuth 2.0 - Authorization Code grant (PKCE for public clients) and Client Credentials grant for server-to-server; access tokens are Bearer, expire after 6 hours, and every endpoint is gated by a resource scope. The legacy static API bearer token was deprecated on 2024-11-22.
Change detection
Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing endpoint up to 10 times over about 13.6 hours with exponential backoff. Otherwise poll the list endpoints by last-updated. There is no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.
How it works

How to connect Autopilot to Ironclad — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Autopilot and Ironclad with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    Ironclad connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Ironclad objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ Ironclad
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot Ironclad
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Ironclad integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 484 integrations available for Autopilot and Ironclad.

Popular · 7 of 484
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