I’m currently trying to configure a real-time sync between Salesforce and Ironclad and could use some guidance.
When a specific field in Salesforce (e.g., Salesforce Quote Status) is updated, the change should automatically sync to Ironclad without any manual intervention.
The ultimate objective is to drive approvals in Ironclad based on the Quote Status. We only want to involve a review team when the Salesforce Quote Status = Approved, However when we generate the Order Form, the Salesforce Quote Status is initially set to Draft, which causes the approval workflow in Ironclad to be skipped and Ironclad does not when the quote is approved in salesforce to reset/trigger the approvals.
What I’ve set up so far:
However, the updates are not syncing as expected.
Has anyone implemented a similar setup successfully? Are there any common configuration steps or limitations I should be aware of?
