Connect your agreements to the systems your business already runs on.
IntelAgree integrates with the platforms already powering your business — to enhance how teams work, not replace it. Native connectors, the Workato integration platform, and an open REST API give you three ways to move agreement data across your stack, governed at every step.
Three ways to connect. One governed flow.
Most teams don't lose time writing contracts — they lose it moving the information around them: re-keying terms a deal already captured, starting an agreement from a blank page, finding a renewal the month it lapses. IntelAgree closes that gap through the path that fits each system, and every path inherits the same controls.
| Native connectors | Workato platform | Open REST API | |
|---|---|---|---|
| Best for | The systems your revenue and ops teams live in | Apps without a native connector — the rest of your stack | Custom workflows that need an exact fit |
| How it's built | First-party, configured during implementation | No-code recipes you configure, not code | Developer-built against documented endpoints |
| Reach | Salesforce, Workday, Bullhorn, DocuSign & Adobe Sign, Microsoft | 1,200+ apps in Workato's connector library | Anything that can reach an API or webhook |
| Data direction | Bidirectional — context in, status back | Bidirectional, per recipe | Defined by your build |
| Engineering effort | None — turnkey at setup | Low — configuration, no integration backlog | Developer-led |
| Governed by | IntelAgree roles, permissions & audit trail | IntelAgree roles, permissions & audit trail | Azure API Management gateway + JWT token auth |
Workato and IntelAgree, in sync.
Trigger
A record is created or updated in your CRM, ATS or ERP — a won opportunity, a new placement, an approved vendor.
Context in
That record flows into IntelAgree as agreement context, so the right template and terms start automatically — no re-keying.
Govern & sign
IntelAgree runs intake, AI review, approvals and signature against your playbook — with a full audit trail.
Status back
Signed status, key terms and dates flow back to the source system, so the teams who started see it finish.
Stay in sync
Renewal and reminder cues surface where finance and ops already work — so nothing slips through a forgotten PDF.
Governance travels with the data.
Every connection — native, Workato or API — inherits IntelAgree's controls, so agreement data is governed at each boundary it crosses. Built on Microsoft Azure.
Enterprise-grade, and rated by the people who use it.
Connected to the systems your team already runs.
Staffing & recruitingKeep contracting at the pace of hiring
Placements in Bullhorn flow straight into MSAs, SOWs and candidate agreements — then signed terms and dates flow back, so high-volume contracting keeps up.
Technology & ITClose and renew inside the CRM
Close in Salesforce, push agreement context in, and surface cycle time and renewal cues back in the CRM your RevOps team forecasts from.
Construction, architecture & engineeringMove project paper, audit-ready
Route subcontractor agreements, change orders and insurance docs through fast e-signature — and connect project and ERP systems through Workato.
Legal, finance & procurementStatus where each team already works
Give every team the agreement status, renewal cues and key dates they need — surfaced inside the systems they already open every day.
No-code recipes. No integration backlog.
Workato is an enterprise integration platform with a library of 1,200+ pre-built connectors. IntelAgree taps it so you can connect the apps your teams already run — through recipes you configure, not a custom development project or a queue with IT.
Workato is an enterprise integration platform with a library of 1,200+ pre-built connectors. IntelAgree taps it so you can connect the apps your teams already run — through recipes you configure, not a custom development project or a queue with IT.
Reachable through Workato: Microsoft Dynamics 365, Google Drive, OneDrive, Smartsheet and 1,200+ more — plus NetSuite, Coupa, Slack, SharePoint, HubSpot and the rest of your finance, procurement and collaboration stack.
An open REST API, secured by design.
A documented REST API and webhooks let your team build custom integrations that match your workflows — supporting actions like triggering workflows, syncing data and moving files. Protected by an Azure API Management gateway with JWT token authentication.
A documented REST API and webhooks let your team build custom integrations that match your workflows — supporting actions like triggering workflows, syncing data and moving files. Protected by an Azure API Management gateway with JWT token authentication.
- Protocol — REST + webhooks (request/response and event-driven)
- Auth — JWT token authentication via Azure API Management
- Gateway — Azure API Management for rate limiting, policy & monitoring
- Actions — trigger workflows, sync data, move files
- Governance — inherits IntelAgree roles, permissions & audit trail
For example: POST /v1/agreements
Workato integration, answered.
What's native versus connected through Workato?
Salesforce, Workday, Bullhorn, DocuSign, Adobe Acrobat Sign and Microsoft (Word, Teams, Outlook) are first-party native connectors built and maintained by IntelAgree. Everything else — Microsoft Dynamics 365, NetSuite, Google Drive, OneDrive, Smartsheet, Coupa, Slack, SharePoint and 1,200+ more — connects through the Workato integration platform.
Do I need engineering to connect IntelAgree?
No. Native connectors are configured during implementation, and Workato connections are no-code recipes you configure rather than build. The open REST API is there for the cases where you want a developer-built, exact-fit workflow.
Is the data bidirectional?
Yes. Agreement context flows in from your system of record so contracts start with the right template and terms, and signed status, key terms and dates flow back — so the team that started the work sees it finish.
How is integrated data secured?
Connections use OAuth 2.0 and SSO, role-based permissions and a full audit trail. The REST API is protected by an Azure API Management gateway with JWT token authentication. IntelAgree is built on Microsoft Azure.
Which CRMs and ERPs are supported?
Salesforce and Workday are supported through native connectors. Microsoft Dynamics 365, NetSuite and other finance and ERP systems connect through the Workato platform.