Connect CallHub and Concord CLM

Both apps 47CallHub 26Concord CLM 21

• Trigger
  New Contact

  Triggers when a new contact is added to your CallHub account.

• Trigger
  New Phonebook

  Triggers when a new phonebook is created in your CallHub account.

• Action
  Add Contacts to Phonebook

  Adds existing contacts to a phonebook.

• Action
  Add Number to DNC List

  Adds a phone number to a Do Not Contact list so campaigns skip it.

• Action
  Add Tag to Contact

  Adds a tag to a contact.

• Action
  Create DNC List

  Creates a Do Not Contact list.

• Action
  Create New Agent

  Invites a new agent to make calls in call center campaigns.

• Action
  Create or Update Contact

  Creates a contact in CallHub with a phone number and optional name, email and address details.

• Action
  Create Phonebook

  Creates a phonebook to hold contacts for campaigns.

• Action
  Create Tag

  Creates a tag in CallHub that you can apply to contacts.

• Action
  Create Team

  Creates a team that agents can be grouped into.

• Action
  Delete Agent

  Deletes an agent.

• Action
  Delete Contact

  Deletes a contact from CallHub.

• Action
  Delete Phonebook

  Deletes a phonebook.

• Action
  List Agents

  Returns a page of agents in your account.

• Action
  List Contacts

  Returns a page of contacts in your CallHub account.

• Action
  List Custom Fields

  Returns the custom contact fields in your account.

• Action
  List DNC Lists

  Returns a page of Do Not Contact lists.

• Action
  List Phonebook Contacts

  Returns a page of the contacts in a phonebook.

• Action
  List Phonebooks

  Returns a page of phonebooks in your CallHub account.

• Action
  List Teams

  Returns the agent teams in your account.

• Action
  Remove Contacts from Phonebook

  Removes contacts from a phonebook without deleting them.

• Action
  Update Call Center Campaign Status

  Starts, pauses or ends a call center campaign.

• Action
  Update Phonebook

  Renames a phonebook or changes its description.

• Action
  Update SMS Campaign Status

  Starts, pauses or ends an SMS broadcast campaign.

• Action
  Update Voice Broadcast Status

  Starts, pauses or ends a voice broadcast campaign.

• 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 comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• 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.

• Action
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

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