Connect Concord CLM to Amplitude

Both apps 31Concord CLM 19Amplitude 12

• 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.

• Action
  Batch upload events

  Sends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.

• Action
  Export event data

  Exports every event Amplitude recorded in a time window, as a zip archive of event data.

• Action
  Get cohort

  Returns one behavioral cohort's details, including its name, size and when it was last recalculated.

• Action
  Get event segmentation

  Counts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.

• Action
  Get funnel analysis

  Runs a funnel over a series of events and returns how many users reached each step and how many dropped off.

• Action
  Get retention analysis

  Shows how many users came back and did something again after a starting event, over a date range.

• Action
  Get user properties

  Looks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.

• Action
  Group identify

  Sets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.

• Action
  Identify user

  Sets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.

• Action
  List cohorts

  Lists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.

• Action
  Send event

  Records a single event in Amplitude for a user, with optional event and user properties.

• Action
  Upload cohort

  Creates a cohort in Amplitude from a list of users you supply.

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