Agiloft Contract Lifecycle Management Integrations

In less than two weeks
we integrated Agiloft
into our business processes.

-Brian Pollock, DCG Systems

Agiloft provides the most comprehensive integration platform. Based on our unique 3-Pillar Integration Strategy, it offers an unparalleled ability to flow contract data across multiple systems, integrate and manage contracts into the tools employees work with daily, and easily connect to their organization’s centralized IT governance system.

Integrations Platform

Employees want to work in the tools they already know and work in, not sign into separate systems. Whether in legal, procurement, sales, or marketing, Agiloft allows employees to manage contracts using tools they already use – not only those that manage contracts. This setup is more intuitive and dovetails into existing workstreams – enhancing productivity and driving out the complexity of having to learn and use another system. CRM, email, business intelligence, collaboration tools? No problem: Agiloft seamlessly connects with them all.

Standard Integrations

 

System Capabilities
LDAP
Active Directory		 Full integration with LDAP and Microsoft Active directory eliminates the overhead of maintaining user accounts on multiple servers.

LDAP users are treated exactly like regular users with group access permissions and configurable mapping between user fields and LDAP attributes.
SAML 2.0 Authenticate login requests via a trusted SAML 2.0 identity provider such as Centrify, Microsoft Azure, RSA, PingOne, Okta, ADFS 2.0 and 3.0, Shibboleth, and OneLogin. Automatically sync users and attribute details between Agiloft and a SAML 2.0 server during login.
Single Sign-On The OAuth 2.0, SPNEGO, LDAP, Active Directory, Windows NTLM V1,V2 and Google Single Sign-on integrations allow users to sign into the system with just one click.

Integration with proprietary systems and web portals is also supported as described in the administrator documentation.
Adobe Sign and DocuSign Included with all CLM editions – generate and distribute documents for e-Signature from within Agiloft to speed the authorization process and reducing costs.
MS Outlook client Create records, or import existing emails, directly from your Outlook client.
Gmail client Create records, or import existing emails, directly from your Gmail Inbox.
MS Word Agiloft’s Agiloft Contract Assistant for Word allows you to create new automated document templates, build a library of standard and fallback clauses, and provide guidance to improve negotiations.

Create contracts,  creation, review, redlining all in our Contract Assistant for Word. Tap into AI-based analysis, metadata and clause extraction, and risk scoring and save all changes within Agiloft.

Dynamically generate contracts, summary sheets, price quotes, or any document using your Word templates with a single mouse click.

Edit and save document versions without having to save locally.

Compare two documents, flag if differences exist, and identify differences without having to leave the system.
MS Excel Automatically synchronize Agiloft tables with Excel spreadsheets. Full firewall transparency is supported through the use of web services.

Generate full reports and summary information in Excel format.

Import or export data to Excel manually or automatically.
Google Automatically generate maps and directions.

Attach Google Docs to records and use them in your workflows.
Text file Automatically synchronize Agiloft tables with text files formatted in XML, JSON, or plain text with any delimiter (such as tab or csv). Full firewall transparency is supported through the use of web services.

Import or export data manually or automatically.
Automatically import data gathered from barcode scanners.
Hotlinks The Hotlink API allows records to be created, edited or searched using manually or automatically generated hotlinks and supports single sign-on integration with proprietary systems and web portals.

Additional Prebuilt Integrations

System Capabilities
MS Exchange Use bi-directional or one-way sync to synchronize contacts and calendar events directly with an MS Exchange server. Full firewall transparency is supported through the use of web services.
Tableau  

Agiloft’s Tableau Connector allows you to visualize contract data to make better decisions.    
Boomi* Connect with Boomi’s integration platform to sync Agiloft data with large application ecosystems including ERP, CRM, and other enterprise apps.
Jira Use bi-directional or one-way sync between Agiloft and Jira to synchronize ticket or request information with Jira, triggering notifications, assignments, and other updates.
Salesforce* Integrate Agiloft’s new Salesforce Managed package in fifteen minutes and start closing deals more quickly.   Real-time integration allows you to synchronize contacts, contracts, attached files, companies, fields, opportunities, and other record types via an event or time-based triggers.
Workato Flow data where you need it—Empower teams to unlock the value of contract data and speed up workflows by connecting quickly across your enterprise technology. Agiloft’s Integration Hub powered by Workato is embedded right into the Agiloft user interface and allows users to freely flow data to 1000+ apps such as Coupa, Oracle, Workday, and ServiceNow without onboarding a new vendor or implementing a new tool.
Microsoft Dynamics* Our new Microsoft connector makes it easier to connect contracts throughout the enterprise.  Use bi-directional or one-way sync to synchronize contacts, contracts, attached files, companies, opportunities, and other record types. 
MS SCCM Monitor and manage assets with Agiloft’s prebuilt integration with Microsoft’s System Center Configuration Manager (SCCM).

Set up a one-directional sync using time-based rules that can pull the information from SCCM into Agiloft and automatically map the relationships between SCCM child and parent assets, including PCs, Macs, and Unix/Linux servers, cloud-based mobile devices, and more.
Bomgar Remotely view, diagnose and fix servers, computers, and mobile devices with Bomgar, then send session details back to Agiloft.
Direct DB Integration Load information from other databases and treat it as native Agiloft data through direct integration with any database that supports JDBC drivers.

* Requires Enterprise, Enterprise Extended Advanced, or Premium license

APIs

System Capabilities
Web Services A full Web Services API supports custom integration with other systems and to make the task easier, the system automatically generates sample web services code for each table in both Java and .NET compatible format.
REST The REST interface provides a clean and easy integration method when the full sophistication of Web Services is not required and supports Create, Read, Update, Delete and Select operations.

This allows automation of actions from external agents such as user forms, JavaScript/AJAX and external programs.
Python The power of the Workflow and Business Rules engine means that custom scripting is very rarely required, but for those special cases, business logic and interfaces with other systems can be added through custom Python scripts.
Perl Perl scripting is also supported for those who prefer it, or where the external system has a Perl, rather than a Python API.
XML Data is transferred to scripts using a fully documented XML transport layer and you may use this to write scripts in the language of your choice.
JavaBean For advanced scripting, the full power of the internal API’s is exposed through the JavaBean interface.

API Synchronization Engine

System Capabilities
Open Engine The External System Adapter (ESA) synchronization engine is the core capability behind many of the pre-built integrations described above. Agiloft provides an open platform upon which you can rapidly build custom synchronization with other applications, using your choice of programming language. The pre-built integrations with MS Exchange, Excel and Salesforce are all built on this architecture.

Next Steps