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Business productivity ⇄ CRM

Ironclad to Vtiger CRM integration — real-time, two-way sync

Keep Ironclad and Vtiger CRM 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 Vtiger CRM

Sync what happens in Ironclad with the customer records in Vtiger CRM, 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 Signature Packets, Workflow Documents, Workflows, Records in Ironclad to Products, Quotes, Sales Orders, Invoices in Vtiger CRM with bi-directional, real-time sync. Activity and record changes in Ironclad update the matching contact or account in Vtiger CRM, and CRM data flows the other way wherever Ironclad can store and use it.

Common use cases

  • 01 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.
  • 02 Pull executed contract PDFs from Records attachments into a document store or archive as each workflow completes.
  • 03 Sync Cases to an external help desk or engineering tracker so support and product teams work from the same tickets.
  • 04 Push Quotes and Invoices into accounting software to avoid re-keying billing data.

Common sync patterns

Where Ironclad can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Vtiger CRM 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 Vtiger CRM, so sales sees open issues before the next call.

Where Ironclad supplies contact or company data

Enriched fields land directly on records in Vtiger CRM, and refreshes keep them from going stale.

What you can sync between Ironclad and Vtiger CRM

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 Vtiger CRM 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. Quotes Pricing documents with line items. Workflow Approvals is specific to Ironclad and Quotes to Vtiger CRM — 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. Sales Orders Order records between quote and invoice, synced to fulfillment systems. Signature Packets is specific to Ironclad and Sales Orders to Vtiger CRM — 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. Invoices Billing documents pushed into accounting software. Workflow Documents is specific to Ironclad and Invoices to Vtiger CRM — 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. Campaigns Marketing campaign records tied to leads and contacts. Workflows is specific to Ironclad and Campaigns to Vtiger CRM — 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. Contacts Person records linked to organizations; a core target for two-way contact syncs. Records is specific to Ironclad and Contacts to Vtiger CRM — 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. Organizations Company and account records. Entities is specific to Ironclad and Organizations to Vtiger CRM — each maps to any object or custom field on the other side.

How changes propagate between Ironclad and Vtiger CRM

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 Vtiger CRM 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 Vtiger CRM through its API, with automatic retries and rate-limit backoff.

Vtiger CRM Ironclad Sub-second propagation

DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified timestamps.

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.
  • Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Ironclad ⇄ Vtiger CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ironclad or Vtiger CRM 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 Vtiger CRM record.

Observability

Monitoring

Track your Ironclad ⇄ Vtiger CRM 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 Vtiger CRM.

How the Ironclad and Vtiger CRM 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.

Vtiger CRM

Integration surface
REST API
Authentication
HTTP Basic with username and access key
Change detection
Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by edition.
How it works

How to connect Ironclad to Vtiger CRM — 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 Ironclad and Vtiger CRM 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
    Ironclad connected
    Vtiger CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Ironclad and Vtiger CRM 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 · Ironclad ⇄ Vtiger CRM
    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
    Ironclad Vtiger CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Ironclad and Vtiger CRM 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 526 integrations available for Ironclad and Vtiger CRM.

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