Connect Concord CLM to Cirkus

Both apps 30Concord CLM 19Cirkus 11

• 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
  Add booking

  Creates a new booking in Cirkus, optionally scheduling people or resources on it and linking it to projects, subprojects and tasks.

• Action
  Add company

  Creates a new company in a Cirkus workspace.

• Action
  Add contact

  Creates a new contact in a Cirkus workspace, optionally linked to a company.

• Action
  Create Calendar Event

  Adds a calendar event to a Cirkus booking, scheduling a person or resource for a given activity between a start and end time.

• Action
  Create Project

  Creates a new project in a Cirkus workspace, optionally linked to a company, contact or project template.

• Action
  Delete project

  Deletes a Cirkus project.

• Action
  Get project

  Returns a Cirkus project by its ID, including its dates, owner, linked company and contact, task counts and custom field values.

• Action
  Update booking

  Updates an existing Cirkus booking — its name, description, color, schedule status, booked events, linked projects and tasks, and custom fields. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Cirkus — its name, description, active status, template link and custom field values. Fields left blank are not changed.

• Action
  Update contact

  Updates an existing contact in Cirkus, such as its name, email, phone, company or active status, and returns the updated contact.

• Action
  Update Project

  Updates an existing Cirkus project, such as its name, dates, owner, linked company or contact, status and custom fields. Fields left blank keep their current values.

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