Real-time
Two-way sync
Changes in Ironclad or Vitally instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Ironclad to Vitally integration — real-time, two-way sync
Keep Ironclad and Vitally 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 Ironclad and Vitally
Sync what happens in Ironclad with the customer records in Vitally, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Ironclad holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Obligations, Webhooks, Workflow Approvals, Signature Packets in Ironclad to Note, Conversation, NPS Response, Custom Trait in Vitally with bi-directional, real-time sync. Activity and record changes in Ironclad update the matching contact or account in Vitally, and CRM data flows the other way wherever Ironclad can store and use it.
Common use cases
- 01 Pull executed contract PDFs from Records attachments into a document store or archive as each workflow completes.
- 02 Two-way sync Ironclad Records with a warehouse or ERP so executed-contract value, counterparty, renewal dates, and status stay current without manual re-keying.
- 03 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
- 04 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
Common sync patterns
Where Ironclad processes payments
Charges, refunds, and subscription changes appear on the account in Vitally, so revenue context lives with the relationship.
Where Ironclad can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vitally sync into Ironclad, so people working there have the context without switching tools.
Where Ironclad handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Vitally, so sales sees open issues before the next call.
What you can sync between Ironclad and Vitally
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 | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Organization Parent organizations for hierarchical B2B account structures. | Workflow Approvals is specific to Ironclad and Organization to Vitally — each maps to any object or custom field on the other side. | |
| 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. | Task CS tasks and follow-ups, readable and writable for workflow sync. | Signature Packets is specific to Ironclad and Task to Vitally — each maps to any object or custom field on the other side. | |
| Workflow Documents Draft and executed documents attached to a workflow; retrieved to pull generated or signed files out into a document store or archive. | Note Account and user notes captured by success teams. | Workflow Documents is specific to Ironclad and Note to Vitally — each maps to any object or custom field on the other side. | |
| 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. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | Workflows is specific to Ironclad and Conversation to Vitally — 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. | NPS Response NPS survey responses for account-health reporting. | Records is specific to Ironclad and NPS Response to Vitally — 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. | Custom Trait Custom account and user traits for segmentation. | Entities is specific to Ironclad and Custom Trait to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Ironclad and Vitally
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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Ironclad Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
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.
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Ironclad ⇄ Vitally
Connect Ironclad and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Ironclad–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Ironclad or Vitally 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 Vitally record.
Observability
Monitoring
Track your Ironclad ⇄ Vitally 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 Vitally.
How the Ironclad and Vitally 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.
Vitally
- Integration surface
- REST API with cursor-based pagination (sortable by createdAt/updatedAt)
- Authentication
- API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
- Change detection
- Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
- Capabilities
- read · write · webhooks
- Rate limits
- Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works
How to connect Ironclad to Vitally — 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 Vitally 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
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Ironclad and Vitally 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 ⇄ VitallyCustomers 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 VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Ironclad and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Ironclad and Vitally: authenticate both systems, choose the objects to sync (such as Ironclad's Workflow Approvals and Signature Packets), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Ironclad and Vitally. 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 Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. 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: Obligations, Webhooks, Workflow Approvals, Signature Packets, plus custom fields where Ironclad exposes them. On the Vitally side: Note, Conversation, NPS Response, Custom Trait. 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.
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Common patterns for Ironclad and Vitally: Where Ironclad processes payments; Where Ironclad can store CRM context: fields kept current; Where Ironclad handles support or shared inboxes. Charges, refunds, and subscription changes appear on the account in Vitally, so revenue context lives with the relationship.
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
CCPA
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:
Related integrations
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