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Upsert a Contract Record

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Recipe · 4 steps

Upsert a Contract Record

with Ironclad · Contract Management

Search for a record by filter, then update or create, and retrieve it.

  1. Search the records list with the supplied filter formula, returning at most one match.
  2. Update the matched record's metadata with the supplied properties.
  3. Create a new record when no existing record matched the filter.
  4. Retrieve the affected record to confirm the upsert result.
What you'll need to have ready
  • authorization: Bearer token for the Ironclad Authorization header.
  • filter: A filter formula to find an existing record (e.g. Equals([counterpartyName], 'Test LLC')).
  • type: The record type (e.g. consultingAgreement).
  • name: The name of the record.
  • addProperties: Key/value map of record metadata properties to set.
For your developer

Arazzo workflow ironclad:upsert-contract-record, 4 operations: list-all-records → update-record-metadata → create-a-record → retrieve-a-record. Specs on APIs.io.

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