Connect Apex27 and Concord CLM

Both apps 38Apex27 19Concord CLM 19

• Trigger
  New / Updated Listing

  Triggers when a listing is created or updated inside Apex27.

• Trigger
  New / Updated Task

  Triggers when a task is created or updated inside Apex27.

• Trigger
  New / Updated Valuation

  Triggers when a valuation is created or updated inside Apex27.

• Trigger
  New / Updated Viewing

  Triggers when a viewing is created or updated inside Apex27.

• Action
  Add Listing Valuation

  creates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.

• Action
  Add Listing Viewing

  books a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.

• Action
  Create Call Log

  Creates a call log record in Apex27.

• Action
  Create Notification

  Sends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.

• Action
  Create / Update Contact

  Creates a new contact or updates an existing contact in Apex27.

• Action
  Create / Update Contact Note

  Creates a note linked to a contact

• Action
  Create / Update Listing

  Creates a new listing, or updates an existing listing if you pass the existing listing ID

• Action
  Create / Update Listing Note

  Creates or updates a listing note

• Action
  Create / Update Task

  Creates or updates a task if you pass the task ID.

• Action
  Find Contact

  Finds a contact by ID, Email or Phone

• Action
  Get Contact Note

  Returns one contact note by id.

• Action
  List Contact Call Logs

  Returns the call logs recorded against a contact.

• Action
  List Listing Valuations

  Returns the valuations recorded on a listing.

• Action
  Upload Document

  This will upload a document to either a listing or a contact

• Action
  Upload Image for Listing

  Uploads an image to a listing

• 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.