Integrate your contract workflows

Power Your Systems with our Contract Data API

Pactly's API helps businesses create and manage contract workflows by connecting with their existing systems. It's designed to be flexible and straightforward, making contract management more efficient for legal, sales, finance, and operations teams.

Our RESTful API enables seamless integration between your contract lifecycle management processes and the other business systems your organization relies on. Whether you're looking to automate routine contract tasks, create powerful data connections, or build custom contract workflows, Pactly's API provides the tools you need to transform how contracts move through your organization.

Key API Capabilities

Sync contract data with your CRM Maintain a seamless connection between your contract management system and customer relationship platforms like Salesforce. Keep deal information, customer details, and contract status synchronized in real-time, eliminating duplicate data entry and ensuring teams always work with current information.

Automate renewal tracking Set up intelligent notification systems to alert relevant stakeholders about upcoming contract expirations and renewal opportunities. Configure custom timelines for different contract types and automatically track key dates to prevent missed renewals and revenue leakage.

Build custom reporting dashboards Create tailored analytics views that provide insights into your contract portfolio. Track metrics such as time-to-signature, contract value by department, risk exposure, or compliance status across your organization. Generate reports that help identify bottlenecks and opportunities in your contracting process.

Enable contract search in internal tools Integrate contract search functionality into your company's intranet or internal applications. Allow employees to find and access relevant agreements without leaving their familiar work environment, improving adoption and reducing the friction of contract management.

Trigger workflows based on contract events Design event-driven processes that automatically initiate actions when contract milestones occur. Start onboarding sequences when agreements are signed, launch renewal discussions at specified intervals, or alert compliance teams when certain clauses are modified.

Create contracts programmatically Generate new agreements automatically using data from existing systems. Pull information from approved sources to pre-populate templates, reducing manual effort and ensuring accuracy. Support high-volume contracting needs without proportional increases in administrative overhead.

Implementation Features

• Testing environment: Build integrations with sample data against a staging environment before full deployment. Our staging environment allows developers to build and test API connections without affecting production contracts.
• Secure platform: ISO 27001 certified with customizable access controls. We implement industry-leading security practices to protect your sensitive contract data, with regular security audits and comprehensive data protection.
• Developer resources: Access API documentation, code samples, and integration guides to accelerate your implementation.

Documentation & Support

• Interactive guides to help you explore and test the API
• Customizable webhook options for creating automated workflows
• Dedicated implementation support to ensure successful integration
• Regular updates and new features based on customer feedback and industry trends