Icertis

Icertis

by UiPath

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Integration Service Connector

Runs

<100

Summary

Summary

Icertis is a contract management platform that centralizes and streamlines the creation, execution and management of contracts for businesses.

Overview

Overview

The Icertis connector for UiPath enables automation of key contract management activities such as contract creation, execution tracking and data management. By integrating Icertis into automation workflows, businesses can efficiently manage contracts and centralize contract-related information.

Before automating your contract processes, establish a secure connection with your Icertis instance. Detailed step-by-step authentication instructions are provided in the Icertis authentication documentation.

After establishing the connection, Icertis activities can be accessed in UiPath Studio to automate tasks related to contract lifecycle management, enhancing compliance, accuracy and efficiency of contract-related operations.

Note: This connector does not currently support events.

Features

Features

  • Legal & Compliance - Automate the creation, review and approval processes for contracts, reducing manual review effort.
  • Procurement & Supply Chain - Efficiently manage supplier contracts, automate renewal reminders and streamline procurement operations.
  • Sales & Operations - Accelerate sales contract execution and automate follow-up workflows.

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