# Ironclad AI employee Viktor works in Ironclad for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Ironclad and helps you send documents for signature and track contracts, running 17 Ironclad actions for you like Get Record, Get Workflow, and Create Record. Ask in plain English from your workspace; Viktor does the work in Ironclad and reports back. Viktor connects in one click via OAuth. - Tool: Ironclad - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 17 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/ironclad ## What can your AI employee do in Ironclad? Viktor connects to your Ironclad account and completes work in it. He doesn't just answer questions about Ironclad, he takes the actions on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Ironclad actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About Ironclad Ironclad is the only platform built from the ground up to handle all contract types – legal, sales, finance, HR, marketing, procurement, and more. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 17 Ironclad actions, chains them together 3. **Runs in Ironclad** - Helps you send documents for signature and track contracts - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Ironclad from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Ironclad, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Ironclad work on a schedule, like a weekly Ironclad summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Ironclad actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## What can you ask Viktor to do in Ironclad? - "Send this agreement out for signature in Ironclad and notify me when it's signed." - "Check Ironclad for contracts awaiting signature and send a reminder to whoever's holding it up." - "Find every contract in Ironclad renewing in the next 30 days and list them." - "Watch Ironclad for a signed document and post it to the deal channel." ## How does Viktor work with Ironclad? 1. Open Viktor in a supported workspace. 2. Connect Ironclad with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Ironclad actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in Ironclad? (17 actions) - **Create Record** - Creates a new record in Ironclad. Provide properties as a JSON object where each key maps to a {type, value} wrapper. Run Describe Workspace first to see all valid record types and property keys (with their required type) in one call; List Type Options / List Properties Options exist only to resolve a single value for this action's props, not for general discovery. Property types are snakecase, e.g. string, number, monetaryamount, address, date, duration, boolean — not the camelCase types used by workflow attributes. Complex types use nested objects: monetaryamount {\"currency\": \"USD\", \"amount\": 25.37}, address {\"lines\": [\"325 5th Street\", \"Suite 200\"], \"locality\": \"San Francisco\", \"region\": \"California\", \"postcode\": \"94107\", \"country\": \"USA\"}. - **Delete Record** - Permanently deletes an Ironclad record by ID. This cannot be undone. Run Search Records first to find the recordId — confirm it's the right record before deleting, since Ironclad has no undo. - **Describe Workflow Template** - Retrieves the fillable attribute schema for an Ironclad workflow template — the required call before Launch Workflow. Returns each field's type, display name, enum options, and whether it's required. Every field's description already includes a worked value-format example for complex types (address, monetaryAmount, date, duration, document/array) — use those examples verbatim, do not guess a shape. A field's required may be \"conditional\": when Ironclad's naming convention makes the trigger inferable (e.g. a field named set1Question2 triggered by a selector field set to \"Set 1\"), a dependsOn: {field, value} hint is included; whenever you set the selector to that value, also include the dependent field. If a conditional field has no dependsOn hint, its trigger isn't inferable from naming — watch for a MISSINGPARAM error naming it after you submit Launch Workflow, and retry with it included. Run Describe Workspace first to find a template ID. - **Describe Workspace** - Orients you to this Ironclad workspace: returns every configured record type and property (with its type), plus the first page of launchable workflow templates. This is the primary orienting call — run it first for any question about what record types, properties, or workflow templates exist in the workspace, before List Type Options / List Properties Options / List Template ID Options (those three exist only to resolve one value while configuring another tool's prop, not for general discovery — using them for discovery skips the bundled context this tool provides). Takes no parameters. If workflowTemplates looks capped at a page boundary, run List Template ID Options with an incremented page for the rest. Example return: {\"recordTypes\": {\"vendoragreement\": \"Vendor Agreement\"}, \"properties\": {\"contractValue\": \"monetaryamount\", \"counterpartyName\": \"string\"}, \"workflowTemplates\": [{\"id\": \"tmplabc123\", \"name\": \"NDA Template\"}]}. - **Get Record** - Retrieves a single Ironclad record by its ID, returning the record's name, type, properties, and metadata. Run Search Records first to find a valid record ID. - **Get Workflow** - Retrieves the full Ironclad workflow object, including its schema and current attribute keys and types. Use the returned schema to construct a valid updates payload for Update Workflow Attributes. Run Search Workflows first to find a workflow ID. - **Launch Workflow** - Launches a new workflow in Ironclad. Run Describe Workspace to find a template ID, then run Describe Workflow Template to discover the field keys, types, and constraints (including conditional fields) needed to build the attributes payload. - **List Properties Options** - Returns all Ironclad record property keys and their display names (including the required type for each) as {label, value} pairs. Call this before setting the properties field in Create Record to find valid property keys and their exact type — do not guess a property's type. Example return: [{\"label\": \"Counterparty Name (type: string)\", \"value\": \"counterpartyName\"}, {\"label\": \"Contract Value (type: monetaryamount)\", \"value\": \"contractValue\"}, ...]. - **List Record ID Options** - Returns one page of Ironclad records as {label, value} pairs (where value is the record ID). Call this before using the links, parent, or children fields in Create Record to find valid record IDs. Search Records is the primary way to find a record by attribute values; use this action only to page through the full list or when resolving a record ID field directly. Results are 0-indexed by page; if the response contains the maximum number of items, increment page and call again to fetch more. Example return: [{\"label\": \"Acme NDA\", \"value\": \"recabc123\"}, ...]. - **List Type Options** - Returns all Ironclad record type keys and their display names as {label, value} pairs (where value is the type key). Call this before setting the type field in Create Record to find valid type keys. Example return: [{\"label\": \"Vendor Agreement\", \"value\": \"vendoragreement\"}, {\"label\": \"NDA\", \"value\": \"nda\"}, ...]. - **List Selected Events Options** - Returns all Ironclad webhook event type names as {label, value} pairs. Call this to discover valid event types before configuring an Ironclad event source. Example return: [{\"label\": \"WORKFLOW LAUNCHED\", \"value\": \"workflowlaunched\"}, {\"label\": \"WORKFLOW UPDATED\", \"value\": \"workflowupdated\"}, ...]. - **List Template ID Options** - Returns Ironclad workflow template IDs and their display names as {label, value} pairs. Call this before running Launch Workflow or Describe Workflow Template to find a valid templateId. Results are 0-indexed by page; if the response contains the maximum number of items, increment page and call again to fetch more. Example return: [{\"label\": \"NDA Template\", \"value\": \"tmplabc123\"}, {\"label\": \"Vendor Agreement\", \"value\": \"tmplxyz789\"}, ...]. - **List Workflow ID Options** - Returns one page of Ironclad workflows as {label, value} pairs (where value is the workflow ID). Call this before running Get Workflow or Update Workflow Attributes to find a valid workflowId. Search Workflows is the primary way to find a workflow by attribute values; use this action only to page through the full list or when resolving the workflowId prop directly. Results are 0-indexed by page; if the response contains the maximum number of items, increment page and call again to fetch more. Example return: [{\"label\": \"Acme NDA Review\", \"value\": \"wfxyz789\"}, ...]. - **Search Records** - Searches Ironclad repository records using structured filters and/or Ironclad's native formula filter language. Use this to find a record's ID before Get Record, Update Record, or Delete Record. The filter formula operates on property keys in [brackets] — run Describe Workspace first to see valid property keys. Formula operators: Equals([prop], 'value'), NotEqual([prop], 'value'), Contains([prop], 'value'), IsEmpty([prop]), IsNotEmpty([prop]), LessThan([prop], value) / LessThanOrEqual([prop], value), GreaterThan([prop], value) / GreaterThanOrEqual([prop], value), Date(2026, 1, 1) (year, month, day), Today(), RelativeDate(Today(), -7, 'days') (anchor - Today() or Date(...) -, offset, unit; unit is one of days, weeks, months, years), And(cond1, cond2, ...), Or(cond1, cond2, ...). String values support both single and double quotes. Worked examples: find by name Contains([name], 'Hammond'); find records with an agreement date in the last 30 days GreaterThan([agreementDate], RelativeDate(Today(), -30, 'days')); find records missing a contract value IsEmpty([contractValue]). Record type is not a formula-filterable property — to find vendor agreements or NDAs, set the types prop to vendoragreement,nda instead of using filter. - **Search Workflows** - Searches Ironclad workflows using structured filters and/or Ironclad's native formula filter language. Use this to find a workflow's ID before Get Workflow or Update Workflow Attributes. The filter formula operates on attribute keys in [brackets] — run Describe Workspace first to see valid attribute keys. Formula operators: Equals([attr], 'value'), NotEqual([attr], 'value'), Contains([attr], 'value'), IsEmpty([attr]), IsNotEmpty([attr]), LessThan([attr], value) / LessThanOrEqual([attr], value), GreaterThan([attr], value) / GreaterThanOrEqual([attr], value), Date(2026, 1, 1) (year, month, day), Today(), RelativeDate(Today(), -7, 'days') (anchor - Today() or Date(...) -, offset, unit; unit is one of days, weeks, months, years), And(cond1, cond2, ...), Or(cond1, cond2, ...). String values support both single and double quotes. Worked examples: find by counterparty name Contains([counterpartyName], 'Acme'); find workflows with an agreement date in the last week GreaterThan([agreementDate], RelativeDate(Today(), -7, 'days')); find workflows missing a signed copy IsEmpty([signedCopy]). Status and template are not formula-filterable properties — to find cancelled or completed workflows, set the status prop to cancelled,completed; to find workflows launched from a specific template, set the template prop instead of using filter. - **Update Record** - Updates properties on an existing Ironclad record. Provide properties as a JSON object where each key maps to a {type, value} wrapper — the same shape as Create Record. Run Search Records first to find the recordId, and Describe Workspace to discover valid property keys and their exact required type (record property types are snakecase, e.g. string, number, monetaryamount, address, date, duration, boolean — do not guess). Only the properties you include are changed; omitted properties are left as-is. - **Update Workflow Attributes** - Updates attribute values on an in-flight Ironclad workflow. The workflow must be in the Review step; document/file-type attributes are not supported. Provide updates as a flat JSON object of attribute key to new value — each pair is converted to Ironclad's internal {action: \"set\", path, value} update format automatically. Run Search Workflows or Get Workflow first to find the workflowId, then run Get Workflow to see current attribute keys and values, or Describe Workflow Template for the attribute format reference (complex types like monetaryAmount, address, date, duration). ## Viktor uses Ironclad together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Apollo.io](https://viktor.com/integrations/apollo-io) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) ## FAQ ### Does Viktor integrate with Ironclad? Yes. Ironclad is one of the 9,800+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Ironclad from their workspace - no workflow builder, no code. ### How do I connect Ironclad to Viktor? Ask Viktor in your workspace to connect Ironclad, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Ironclad? Viktor can run 17 Ironclad actions, including Get Record, Get Workflow, and Create Record - and chain them with other tools in a single request. In practice that means Viktor helps you send documents for signature and track contracts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows for Ironclad? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Ironclad actions to take, runs them, and reports back. ### Is my Ironclad data secure with Viktor? Yes. Viktor connects to Ironclad in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Ironclad integration cost? Nothing extra - every integration, including Ironclad, is available on every plan. You can start free with up to $100 in credits, no credit card required; the Team plan is $100 a month. ### Can Viktor use Ironclad together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Ironclad, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.