Icertis

The Icertis integration connects Ivo Flow to your Icertis Contract Intelligence (ICI) instance so workflows can pull agreements and their metadata into Ivo and create new agreements in Icertis. It supports two connection methods:

• OAuth Client Credentials requires a one-time Setup phase. A Flow admin enters your Icertis instance name and the token URL, client ID, and client secret of an OAuth app from your identity provider. After that, members install the integration without entering any credentials.

• API Token does not require a Setup phase. Once a Flow admin approves the integration for the workspace, any member can install it by entering the instance name and an Icertis API token.

• Either way, the connection sees only the contract types and metadata fields that the OAuth app or API token is allowed to view in Icertis. Fields without view permission are skipped.

Installations are private to the person who created them by default. The owner can share an installation with the whole workspace, which lets other members build workflows on it, or switch it back to private, which disables any workflows other members had built on it. Icertis has no folders, so synced agreements arrive in a single room rather than a mirrored folder structure; use routing on metadata (such as status or department) to send them to different rooms. Icertis has no change trigger, so Icertis workflows run on a schedule or on demand.

Ensure Icertis integration is available

On the Admin tab, confirm that Icertis is available and ready to use in your workspace. If it isn’t listed, contact the Ivo team.

Setup the Connection

Click the ellipsis on the Icertis card, then select Setup.

Click + Setup on the Admin page, then fill in the required information to set up the connection.

Install the Icertis integration

On the Accounts tab, click + Connect, install Icertis, and select the connection you set up in the previous step.

Check the Integration Created

Go to the Accounts tab under Flow and confirm that the connection you just created is listed (As of October 12, the Integrations tab has been renamed to Accounts.)

Create the workflow from a template

On Workflows tab, click + Create Workflow to open the template gallery, which shows the workflow templates available to your team: for example, “Sync Icertis Agreements to Ivo Repository" and hit Install.

Set up Triggers

Workflows are started by triggers. Your new workflow comes with the template's default trigger; click Add Trigger to add other starting points (recurring schedule, manual, and so on) and edit each trigger to fit your needs.

Configure the Icertis step

Actions are where the work happens. Ensure Connection field has the Icertis environment you want to connect to, and select listed Contract Types from Icertis to sync from.

Configure the Ivo and Route step

The template's Route action filters the files you need based on the conditions you set, and the Ivo action uploads the files from the previous step into your workspace. As with any action, select your Ivo connection, adjust the settings as needed, and choose the destination room, or create a new room to receive the files.