Connect Concord CLM to Bland AI

Both apps 36Concord CLM 20Bland AI 16

• 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
  Get agreement PDF

  Downloads the PDF of a Concord agreement.

• 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
  Add Contact

  Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.

• Action
  Add Knowledge Base

  Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.

• Action
  Add Pathway

  Create a new, empty conversational pathway in Bland AI.

• Action
  Delete Knowledge Base

  Delete a knowledge base item.

• Action
  Delete Pathway

  Delete a conversational pathway.

• Action
  Find Contacts by criteria

  Finds a contact matching the specified phone number, email or external ID.

• Action
  Get Batch

  Retrieve metadata for a specific batch.

• Action
  Get Contact

  Retrieve a Bland contact by ID, including identifiers, memories and metadata.

• Action
  Get Knowledge Base

  Retrieves a specific knowledge base item by ID, including its status, metadata and file information.

• Action
  Get Pathway

  Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.

• Action
  List Contacts

  Lists the contacts in your Bland organization, including each contact's identifiers and memories.

• Action
  List Knowledge Bases

  Lists the knowledge base items in your Bland organization, including their name, status and type.

• Action
  List Pathways

  Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.

• Action
  Update Contact

  Update an existing contact's information.

• Action
  Update Knowledge Base

  Updates a knowledge base item's name and/or description. The item's content is not changed.

• Action
  Update Pathway

  Updates a conversational pathway's name, description, nodes and edges. Fields left blank are not changed.

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