Ironclad

1Password SaaS Manager can connect to both US and EU Ironclad instances. The integration uses OAuth, so you will be prompted to consent to the specific permissions required when you connect.

Choosing what agreements to import

Ironclad is very flexible and SaaS Manager lets you define various filters to limit the records that are pulled in to SaaS Manager. For example, you would ideally want to restrict to IT related contracts.

The filters are optional but where specified they are combined. If you select a Record type and multiple Workflow Configurations, then the agreements imported will be of the specified Record type and one of the specified Workflow Configurations.

Record title checks to see if the title contains the specified text. See details below.

Filter expression lets you enter an arbitrary filter. See details below.

Record title contains

Case-insensitive text search. Quote phrases and combine with and / or and use parentheses for grouping.

Simple mode (no quotes)

• contract — contains "contract"
• SaaS contract — contains "SaaS contract"
• software and services — contains "software and services" (literal)
• software or services — contains "software or services" (literal)

Advanced mode (with quotes)

• "software" and "services" — contains both words
• "vendor" or "supplier" — contains either word
• "Cloud Services" or "SaaS" or "Software Agreements" — any of these phrases
• ("services" or "sales agreement") and "SaaS" — SaaS documents mentioning services OR sales agreements

If you have a mixture, then quotes are assumed for all terms, e.g.

Tips

• Use quotes for multi-word phrases: "sales agreement"
• Search is case-insensitive: saas matches "SaaS"
• Use parentheses to group conditions: (A or B) and C

Filter expressions

Property names

Filters should reference Ironclad property names. These are case insensitive but you should be careful if the property name includes a word used by the filtering language, e.g. "in" or "contains". In this case you can wrap the property name with square brackets, e.g. "[Category in use]".

Property names with spaces work fine without brackets:

• Renewal type == "Automatic"
• Additional notes contains "review needed"
• Counterparty name in "ABC Corp", "XYZ Inc"
• Paper source == "DocuSign"

Use square brackets when property names might be confused with operators:

• [Category in use] == "Active" - when property contains "in" (an operator)
• [Type or category] == "value" - when property contains named "or"

Basic equality

Find exact matches using the == operator:

• Renewal type == "Automatic"
• Paper source == "DocuSign"
• Counterparty name == "Acme Corporation"

Text search

Find documents containing specific text using contains:

• Additional notes contains "urgent"
• Counterparty name contains "LLC"
• Additional notes contains "renewal"

Multiple values (In)

Match any of several values using in:

• Renewal type in "Automatic", "Manual"
• Paper source in "DocuSign", "HelloSign", "Adobe"
• Counterparty name in "Acme Corp", "Beta Inc", "Gamma LLC"

Combining conditions

Use and to require multiple conditions:

• Renewal type == "Automatic" and Paper source == "DocuSign"
• Counterparty name contains "Corp" and Additional notes contains "priority"

Use or to match any condition:

• Renewal type == "Automatic" or Renewal type == "Manual"
• Paper source == "DocuSign" or Additional notes contains "electronic"

Excluding results

Use not to exclude matches:

• not Renewal type == "Expired"
• not Additional notes contains "cancelled"
• not Counterparty name in "Blocked Corp", "Suspended LLC"

Using parentheses

Group conditions with parentheses for complex logic:

• (Renewal type == "Automatic" or Renewal type == "Manual") and Paper source == "DocuSign"
• Counterparty name contains "Corp" and (Additional notes contains "urgent" or Additional notes contains "priority")
• not (Renewal type == "Expired" or Additional notes contains "cancelled")

Tips

• Always use quotes around values: "Automatic" not Automatic
• Property names are case-insensitive: renewal type works the same as Renewal Type
• Property names with spaces work fine: Renewal type == "Auto"
• Use square brackets [property] only when property names include operators like "contains", "in", "and", "or"
• Separate multiple values in in expressions with commas
• Use parentheses to group complex logic clearly

What data will be imported into SaaS Manager?

Ironclad is very configurable. Please contact SaaS Manager support if there are additional field mappings required.