Skip to content

Integrating SailPoint with Anvil

Anvil is a document automation platform for filling PDFs, collecting e-signatures, and running web-form workflows. Organizations manage members under a single Anvil organization, and each member has an organization role. This document covers how to configure a new direct connection between SailPoint and Anvil for Quick Compliance. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Anvil connector supports the following:

Account Management

  • Aggregate Users

Note

This connector is read-only. It supports test connection and account aggregation for Quick Compliance. Provisioning, de-provisioning, and other write operations are not supported. There is no separate group schema. Role is an entitlement on the account. API key and tokenized service accounts in Anvil are not aggregated as users.

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before you configure the Anvil connector, ensure the following requirements are met:

  1. Sign in to Anvil with access to Organization settings.
  2. Go to Organization settings > API keys.

  3. Copy an API key. Each organization has a development key and a production key.

    • Use the development key while you are testing the source.
    • Use the production key for a production source.

  4. Record these values for SailPoint:

    • Base URL
    • API Key

Required Permissions

Someone who can open Organization settings > API keys in Anvil can provide the API key. The key belongs to the organization, not to a single user. The connector uses that organization API key to read the organization membership. It aggregates human members only. It does not aggregate API keys as accounts. For more information about Anvil, refer to the following:

Note

The linked document is not maintained by SailPoint and is subject to change without notice.