Real-time
Two-way sync
Changes in Ironclad or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Ironclad to Servicemax integration — real-time, two-way sync
Keep Ironclad and Servicemax 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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Why teams connect Ironclad and Servicemax
Stop re-entering the same information in Ironclad and Servicemax: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Workflow Approvals, Signature Packets, Workflow Documents, Workflows in Ironclad with Cases, Products, Work Orders, Work Details in Servicemax in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Stream workflow approval and signature webhook events into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
- 02 Push Obligations and renewal dates from Ironclad into a finance or task system so post-signature commitments and renewals are tracked and actioned on time.
- 03 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 04 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
Common sync patterns
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where Servicemax is where the team documents or plans: keep its data fed
Information that originates in Ironclad stays current in Servicemax instead of going stale after a one-time paste.
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
What you can sync between Ironclad and Servicemax
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.
| Ironclad objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Workflows is specific to Ironclad and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Records The Repository of executed and stored contracts with metadata (value, counterparty, key dates, type) and attachments; full create, read, update, and delete so signed-contract data and PDFs sync to a warehouse, ERP, or CRM. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Records is specific to Ironclad and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Entities Structured records for counterparties and other parties linked to workflows and records; read and written to keep company and vendor master data aligned with a CRM or ERP. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Entities is specific to Ironclad and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Obligations Post-signature commitments, milestones, and renewal dates tied to contracts; synced two-way to drive renewal, compliance, and finance reporting in downstream systems. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Obligations is specific to Ironclad and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| 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. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Webhooks is specific to Ironclad and Products to Servicemax — each maps to any object or custom field on the other side. | |
| 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. | Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. | Workflow Approvals is specific to Ironclad and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Ironclad and Servicemax
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.
Ironclad Servicemax 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 Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Ironclad Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
DeliveryEach detected change is written to Ironclad through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- 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.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Ironclad ⇄ Servicemax
Connect Ironclad and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Ironclad–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Ironclad or Servicemax 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 Ironclad or Servicemax record.
Observability
Monitoring
Track your Ironclad ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Ironclad and Servicemax.
How the Ironclad and Servicemax connectors work
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.
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Ironclad to Servicemax — 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.
- 01
Connect your apps
Authenticate Ironclad and Servicemax with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Ironclad
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Ironclad and Servicemax 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.
objects · Ironclad ⇄ ServicemaxCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Ironclad ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Ironclad and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Ironclad and Servicemax: authenticate both systems, choose the objects to sync (such as Ironclad's Workflows and Records), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Ironclad and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Ironclad–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Ironclad and Servicemax. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Ironclad: 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. On Servicemax: Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Ironclad side: Workflow Approvals, Signature Packets, Workflow Documents, Workflows, plus custom fields where Ironclad exposes them. On the Servicemax side: Cases, Products, Work Orders, Work Details. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
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CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
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