About the Icertis activity package

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

This activity package can be used with UiPath® Studio versions 2023.10 and newer.

Tip:

To access preview activities, make sure that preview packages and activities are enabled. If you're using Studio Web, check out the Preview activities and packages section in the Studio Web User Guide. If you're using Studio Desktop, check out the Managing packages section in the Studio User Guide.

To learn more about the Icertis activities, see the Activities page for a complete activity list.

How it works

To enable the outbound automation between UiPath and Icertis, the activities establish an authenticated connection using the UiPath Connector for Icertis. Before you build your first project, complete the steps in the Authentication guide from the connector documentation.

From the Icertis Contract Intelligence (ICI) Platform perspective, objects, such as suppliers, payment turns, purchase items, and other master data are highly dynamic. Moreover, objects and fields are customized to each Icertis instance. This is why this activity package contains only standard activities: Insert Record, Update Record, and List All Records. This allows you to work with your specific ICI objects.