What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Manage contracts lifecycle using Icertis
Example
"Create a new contract record in Icertis"
Memory Recall
View contract lifecycle history and approval routing.
Example
"Get approval routing history and amendment logs from Icertis contracts."
Instant Reaction
Instant Reaction
Example
Notify legal when contract approval is overdue in Icertis Contract Management Software.
"Alert if NDA approval exceeds 48-hour SLA."
Autonomous Routine
Example
Monitor contract lifecycle status, sign-off delays, and exceptions.
"Weekly report of contracts pending signature."
Agent-Initiated Action
Example
Escalate or reassign approvals based on role hierarchy.
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Track contract lifecycles
Google Drive
Archive signed agreements
Slack
Alert legal on upcoming renewals
Try It with Your Agent
Example Prompt:
"Monitor contract status from Icertis and notify legal when agreement nears expiration."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Icertis Contract Management Software in Fastn UCL: Navigate to the Connectors section and select Icertis, then click Connect.
2
Authenticate using your Icertis credentials.
3
Enable “create_contract” and “track_approval_status” in the Actions tab.
4
Use the AI Agent to manage contract lifecycle stages.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
