Connect ironclad and Elevated CRM to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for ironclad
Choose an Action
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- Request a new Action for Elevated CRM
Integrate ironclad with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your ironclad and Elevated CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ironclad triggers actions in Elevated CRM (or vice versa).
Absolutely. You can customize how ironclad data is recorded in Elevated CRM. This includes choosing which data fields go into which fields of Elevated CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ironclad and Elevated CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ironclad and Elevated CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ironclad
Ironclad is a contract lifecycle management platform used by companies to handle every type of contract workflow.
Learn MoreAbout Elevated CRM
Elevated CRM is a contact management tool that manages your contacts presence on the internet.
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