Connect Axonaut and Concord CLM

Both apps 49Axonaut 30Concord CLM 19

• Trigger
  New Axonaut User

  Triggers when a new user is added to the Axonaut account.

• Trigger
  New Closed Ticket

  Triggers when a support ticket is closed in Axonaut, optionally only for one company.

• Trigger
  New Company

  Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name.

• Trigger
  New Contract

  Triggers when a new order (contract) is created in Axonaut.

• Trigger
  New Employee

  Triggered when a new employee (a contact at a company) is created in Axonaut.

• Trigger
  New Expense

  Triggered when a new expense is created in Axonaut.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Axonaut.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Axonaut.

• Trigger
  New Product

  Triggered when a new product is created in Axonaut.

• Trigger
  New Project

  Triggers when a new project is created in Axonaut.

• Trigger
  New Quotation

  Triggered when a new quotation is created.

• Trigger
  New Task

  Triggers when a new task is created in Axonaut.

• Trigger
  New Ticket

  Triggered when a new ticket is created.

• Action
  Create Employee

  Creates an employee (contact person) on a company in Axonaut.

• Action
  Create Event

  Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity.

• Action
  Create Expense

  Creates an expense in Axonaut, optionally linked to a supplier, project or workforce.

• Action
  Create Invoice

  Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options.

• Action
  Create Opportunity

  Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts.

• Action
  Create Product

  Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details.

• Action
  Create Quotation

  Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms.

• Action
  Create Supplier

  Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields.

• Action
  Create Ticket

  Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member.

• Action
  Find Company

  Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code.

• Action
  Find Contract

  Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders.

• Action
  Find Expense

  Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status.

• Action
  Find Product

  Finds products in Axonaut by name, product code or internal reference.

• Action
  Find Quotation

  Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date.

• Action
  Find Supplier

  Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers.

• Action
  Search Company

  Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values.

• Action
  Search Employee

  Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value.

• 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.