Connect Concord CLM to Classe365

Both apps 35Concord CLM 19Classe365 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
  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 Class

  Creates a new class in Classe365.

• Action
  Add Course Enrollment

  Enrolls a student into a class and section for an academic session.

• Action
  Add Department

  Creates a new department in Classe365.

• Action
  Add Invoice

  Creates an invoice in Classe365 for a fee, billed to one student, form submission or agent.

• Action
  Add Payment

  Records a payment against an existing Classe365 invoice.

• Action
  Add Section

  Adds a new section to a class in Classe365.

• Action
  Add Subject

  Creates a new subject under a section in Classe365.

• Action
  Create Student Record

  Adds a new student record to Classe365.

• Action
  Get Student

  Fetches a student by ID. An error occurs if the student is not found.

• Action
  List Academic Structure

  Lists the full academic structure: every class with its sections and each section's subjects, optionally limited to one academic session.

• Action
  List Classes and Sections

  Lists every class in the school together with its sections, optionally limited to the classes and sections enabled in one academic session.

• Action
  List Invoices

  Lists invoices in Classe365, optionally filtered by invoice, fee, student, status, payer type, recurring flag, invoice date range or due date range. Each invoice includes its fee, payer, line items and payments.

• Action
  List Students

  Lists students in Classe365, optionally narrowed by academic session, class, section, active/alumni status or any student field.

• Action
  List Teachers

  Lists teachers in Classe365, optionally filtered by name, email, date of birth, gender, contact number or any other teacher field, with each teacher's allocated subjects for the chosen academic session.

• Action
  Update Student

  Update fields on an existing student record.

• Action
  Update Teacher

  Update fields on an existing teacher/staff record.

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