Connect Algolia and Concord CLM

Both apps 48Algolia 29Concord CLM 19

• Trigger
  Browse Records

  Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.

• Action
  Add or Replace Record

  Adds a record to an Algolia index, or replaces the existing record with the same object ID.

• Action
  Batch Indexing

  Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.

• Action
  Batch Multiple Indices

  Adds, updates, or deletes records across multiple Algolia indices in a single request.

• Action
  Batch Save Query Rules

  Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.

• Action
  Batch Save Synonyms

  Creates or replaces a batch of synonyms on an Algolia index.

• Action
  Check Task Status

  Returns whether an Algolia indexing task on an index has finished (published) or is still pending.

• Action
  Clear All Synonyms

  Deletes all synonyms from an Algolia index.

• Action
  Clear Index (Delete All Records)

  Deletes every record from an Algolia index while keeping its settings, synonyms and rules.

• Action
  Copy or Move Index

  Copies or moves (renames) an Algolia index to a destination index within the same application.

• Action
  Delete Index

  Deletes an Algolia index together with all its records and settings.

• Action
  Delete Query Rule

  Deletes a query rule from an Algolia index by its ID.

• Action
  Delete Record

  Deletes a single record from an Algolia index by its object ID.

• Action
  Delete Records by Query

  Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.

• Action
  Delete Synonym

  Deletes a synonym from an Algolia index by its ID.

• Action
  Find Query Rule

  Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.

• Action
  Find Record

  Returns one record from an Algolia index by its object ID.

• Action
  Find Synonym

  Finds a synonym in an Algolia index by its ID and returns its type, words and replacements.

• Action
  Get Index Settings

  Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.

• Action
  Get Records (Batch)

  Retrieves one or more records by object ID, potentially from different indices, in a single call.

• Action
  List Indices

  Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time.

• Action
  Partial Update Record

  Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.

• Action
  Save Record (Auto Object ID)

  Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.

• Action
  Save Synonym

  Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID.

• Action
  Search for Facet Values

  Searches the values of a facet attribute in an index and returns the matching facet values with their record counts.

• Action
  Search Index

  Searches one Algolia index and returns the matching records (hits) with result counts.

• Action
  Search Multiple Indices

  Runs several search queries against one or more indices in a single request and returns each query's results in the same order.

• Action
  Search Synonyms

  Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.

• Action
  Update Index Settings

  Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.

• Trigger
  New agreement

  Triggers when a new agreement appears in the selected Concord organization.

• Action
  Add agreement

  Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.

• Action
  Add attachment

  Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.

• Action
  Add folder

  Creates a new folder inside an existing folder of a Concord organization and returns the new folder.

• Action
  Add member to agreement

  Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.

• Action
  Create a New Document From a Template

  Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.

• Action
  Create an Executed Document

  Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.

• Action
  Create webhook - Document Fully Approved

  Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.

• Action
  Create webhook - Document Fully Signed

  Creates a Concord webhook integration that calls the given address when an agreement is fully signed.

• Action
  Create webhook - Signature Provided

  Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.

• Action
  Delete agreement

  Permanently deletes an agreement from a Concord organization.

• Action
  Get agreement

  Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.

• Action
  List agreements

  Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.

• Action
  List automated templates

  Returns the automated templates available in a Concord organization, with each template's id, title and description.

• Action
  List folders

  Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.

• Action
  List organizations

  Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.

• Action
  Move agreement

  Moves an agreement into a different folder in a Concord organization.

• Action
  Request signature

  Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.

• Action
  Update agreement

  Updates the status of an existing Concord agreement, setting it to Signing or Broken.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.