Connect Concord CLM to ConvertAPI PDF Tools

Both apps 36Concord CLM 19ConvertAPI PDF Tools 17

• 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
  Advanced: Convert File

  Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.

• Action
  Combine or Merge PDF Files

  Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.

• Action
  Compress PDF

  Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.

• Action
  Email to PDF

  Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.

• Action
  Images to PDF

  Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.

• Action
  Office to PDF

  Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.

• Action
  PDF to DOCX

  Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.

• Action
  PDF to PDF/A

  Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.

• Action
  PDF to PNG

  The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.

• Action
  PDF to PPTX

  Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.

• Action
  PDF to XLSX

  Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.

• Action
  Protect PDF

  Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.

• Action
  Redact PDF

  Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.

• Action
  Repair PDF

  Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.

• Action
  WEB to JPG

  Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.

• Action
  WEB to PDF

  Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.

• Action
  WEB to PNG

  Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

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