Send a document for signature from the chat and answer where it is without leaving it.
Get more done with Tidio and Ironclad integration
Track contract status and start Ironclad workflows from a Tidio conversation.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Workflows
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Ironclad
Answer where the contract is
A question about a signature gets the current Ironclad workflow status, which is usually the whole answer and saves a round trip to legal.
Start the paperwork
A request made in a Tidio conversation can open an Ironclad workflow with the details already filled in, rather than a form somebody has to chase.
Catch the renewal in time
Ironclad expiry dates can trigger a conversation weeks before a contract lapses, while there is still room to negotiate.
Collect intake once
The chat asks the questions Ironclad needs, so a request arrives complete instead of bouncing back for the counterparty name.
Overview
Ironclad is where contracts are drafted, negotiated, signed and stored. The questions around them arrive somewhere else entirely: a customer asking whether the renewal was countersigned, a sales rep asking where the redline sits. Connected through Zapier or the Tidio API, a Tidio conversation can read the Ironclad workflow status and start a new one, so legal is not the bottleneck for a question that only needed a status.
Key features
- Status without an email Ironclad workflow status is read during the conversation
- Requests raised in chat a contract request becomes an Ironclad workflow
- Renewal dates surfaced Ironclad expiry data can prompt the conversation early
- Legal intake structured the chat collects what Ironclad needs up front
Ironclad
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect Ironclad in minutes
1
Connect Tidio and Ironclad
Link them with Zapier or the Tidio API and choose which Ironclad workflows are in scope.
2
Decide who may see what
Contract data is sensitive, so pick the Ironclad fields each audience may be shown and keep the rest internal.
3
Keep Ironclad as the system of record
Documents, approvals and signatures stay in Ironclad. The conversation reads status and starts work.
Discover more integrations
All Integrations
Answer rate and load questions from Emerge instead of trading emails with carriers.
Answer contract questions from Evisort and start the renewal conversation on time.
Turn Formstack submissions into conversations, and let a chat fill the form for people.
Turn what customers report into Fulcrum field records, and answer with what the crew found.
Check availability and book a Google Calendar slot inside the conversation.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Ironclad integration
Should customers see contract data?
Very little of it. Most teams expose only a status such as sent or signed to a counterparty, and keep the Ironclad record, its comments and its redlines for internal conversations.
Can a chat approve a contract?
It should not. Use the conversation to raise the request and show status, and leave approval and signature inside Ironclad where the audit trail lives.
Is the Ironclad integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Ironclad integration.