Connect CMS Max and Concord CLM

Both apps 101CMS Max 80Concord CLM 21

• Trigger
  New Form Submission

  Triggers when a new form submission is created in CMS Max.

• Trigger
  New Order

  Triggers when a new order is created in CMS Max.

• Trigger
  New Product

  Triggers when a new product is created in CMS Max.

• Trigger
  New User

  Triggers when a new user is created in CMS Max.

• Action
  Add Variant Option

  Add a new option to a variant.

• Action
  Archive Blog Post

  Archive (soft delete) a blog.

• Action
  Archive Event

  Archive (soft delete) an event and its occurrences.

• Action
  Archive Page

  Archive (soft delete) a page.

• Action
  Archive Product

  Archive (soft delete) a product.

• Action
  Count Orders

  Get the count of all orders for the tenant.

• Action
  Count Products

  Get total count of products with optional filtering.

• Action
  Create Blog Post

  Create a new blog.

• Action
  Create Category

  Create a new category.

• Action
  Create Coupon

  Create a new coupon.

• Action
  Create Event Category

  Create an event category.

• Action
  Create Event Location

  Create an event venue.

• Action
  Create Gift Card

  Create a gift card.

• Action
  Create Page

  Create a new page.

• Action
  Create Product

  Create a new product.

• Action
  Create User

  Create a new user.

• Action
  Create Variant

  Create a new variant.

• Action
  Delete Brand

  Delete a brand (soft delete).

• Action
  Delete Category

  Delete a category (soft delete).

• Action
  Delete File

  Delete a file.

• Action
  Delete Image

  Delete an image.

• Action
  Delete Product Variation

  Delete a product variation.

• Action
  Delete Redirect

  Delete a redirect.

• Action
  Delete User

  Delete a user.

• Action
  Delete Variant

  Delete a variant.

• Action
  Delete Variant Option

  Delete a variant option.

• Action
  Get Blog Post

  Get a single blog by ID.

• Action
  Get Brand

  Get a single brand by ID.

• Action
  Get Category

  Get a single category by ID.

• Action
  Get Form

  Get a single form by ID.

• Action
  Get Form Submission

  Get a single form submission by ID.

• Action
  Get Page

  Get a single page by ID.

• Action
  Get Product

  Get a single product by ID.

• Action
  Get Product Variation

  Get a single product variation.

• Action
  Get Redirect

  Get a single redirect.

• Action
  Get User

  Get a single user.

• Action
  Get Variant

  Get a single variant by ID.

• Action
  List Blog Posts

  Get paginated list of blogs with optional filtering.

• Action
  List Brands

  Get paginated list of brands with optional filtering.

• Action
  List Categories

  Get paginated list of categories with optional filtering.

• Action
  List Event Categories

  Get paginated list of event categories.

• Action
  List Event Locations

  Get paginated list of event venues.

• Action
  List Events

  Get paginated list of events with optional filtering.

• Action
  List Forms

  Get paginated list of forms.

• Action
  List Form Submissions

  Get paginated list of form submissions.

• Action
  List Fulfillment Methods

  Get list of available fulfillment methods.

• Action
  List GTIN Types

  Get list of available GTIN types.

• Action
  List Orders

  Get paginated list of orders with optional filtering.

• Action
  List Pages

  Get paginated list of pages with optional filtering.

• Action
  List Product Option Configurations

  List a product's option configurations and their prices.

• Action
  List Products

  Get paginated list of products with optional filtering.

• Action
  List Product Variations

  List all variations for a specific product.

• Action
  List Redirects

  List redirects, newest first.

• Action
  List Users

  List all users.

• Action
  List Variants

  List all variants with their options.

• Action
  Unarchive Blog Post

  Unarchive (restore) a soft deleted blog.

• Action
  Unarchive Brand

  Unarchive (restore) a soft deleted brand.

• Action
  Unarchive Category

  Unarchive (restore) a soft deleted category.

• Action
  Unarchive Event

  Unarchive (restore) a soft deleted event.

• Action
  Unarchive Page

  Unarchive (restore) a soft deleted page.

• Action
  Unarchive Product

  Unarchive (restore) a soft deleted product.

• Action
  Update Blog Post

  Update an existing blog.

• Action
  Update Brand

  Update an existing brand.

• Action
  Update Category

  Update an existing category.

• Action
  Update Coupon

  Update a coupon, including its applicability criteria.

• Action
  Update Order Status

  Update an order's status.

• Action
  Update Page

  Update an existing page.

• Action
  Update Product Option Configuration Prices

  Change the prices of a product's option configurations.

• Action
  Update Product Variation

  Update a product variation.

• Action
  Update Redirect

  Change where a redirect points.

• Action
  Update User

  Update a user.

• Action
  Update Variant

  Update an existing variant.

• Action
  Update Variant Option

  Update a variant option.

• Action
  Upload File

  Upload a file.

• Action
  Upload Image

  Store a new image.

• Action
  Upload Image From URL

  Store a new image from a URL.

• 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.