Connect Call Loop 2.0 and Concord CLM

Both apps 34Call Loop 2.0 15Concord CLM 19

• Trigger
  Contact Added to List

  Triggers when a contact is added to the selected Call Loop list.

• Trigger
  Contact Created or Updated

  Triggers when a contact is created or updated in Call Loop.

• Action
  Add list

  Creates a new contact list in Call Loop and returns the created list.

• Action
  Create (Update) Contact

  Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact.

• Action
  Delete contact

  Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted.

• Action
  Find contacts by search term

  Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state.

• Action
  Get contact

  Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found.

• Action
  Get message

  Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found.

• Action
  List contacts

  Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included.

• Action
  Send Ringless Voicemail

  Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state.

• Action
  Send SMS / MMS Message

  Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status.

• Action
  Send Voice Broadcast

  Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status.

• Action
  Update contact

  Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact.

• Action
  Update list

  Renames an existing contact list and returns the updated list.

• Action
  Update Opt-In Status

  Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent.

• 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.