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Cancel Workflows from Salesforce

zuhair_saadat

Hi all, we understand the Ironclad Record Sync can take action in Salesforce, e.g. by moving the Stage to Closed-Won. We wanted to know if it's possible to change the status of an Ironclad Workflow from Salesforce.

For example, if a rep marks an Opportunity as Closed Lost in Salesforce, it would be terrific if we could, via the Ironclad Workflow object or the Workflow Sync, to cancel the workflow in Ironclad.

We understand canceling workflows today is a manual process, where a reason must be provided, but this level of automation would create a better user experience and enable GTM legal teams to focus only on active Opportunities/Workflows.

Please let us know! Perhaps this is something already in the works, as we see this as a common use case for a two-way sync between Salesforce and Ironclad.

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Comments

Swetha_Praba

Hi Zuhair! Thanks for sharing your use case. I'm a Product Manager who works with Ironclad's CLM API and I wanted to let you know that we will be adding a "Cancel Workflow" endpoint to our API this year. You will be able to use that endpoint with Salesforce Flows to initiate a workflow cancellation based on a trigger of your choosing (e.g. Opportunity Status).

Bidirectional sync of data between Salesforce and Ironclad is also coming this year! We'll share more as we get closer to release day. 😊 Please let me know if you have any other questions or feedback!

Best,

Swetha

zuhair_saadat

Thank you, @Swetha_Praba! We look forward to the update.