Connect Concord CLM and Dastra

Both apps 37Concord CLM 19Dastra 18

• 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.

• Trigger
  New Task

  Triggers when a new task is created in the chosen Dastra workspace.

• Action
  Add asset

  Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record.

• Action
  Add data processing

  Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose.

• Action
  Attach an Actor to a Data Processing

  Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents.

• Action
  Create an Actor

  Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record.

• Action
  Create a Task

  Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records.

• Action
  Delete actor

  Deletes an actor (a controller, processor or other third party) from a Dastra workspace.

• Action
  Delete task

  Deletes a task from a Dastra workspace.

• Action
  Get actor

  Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values.

• Action
  Get data processing

  Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields.

• Action
  Get task

  Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values.

• Action
  List assets

  Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text.

• Action
  List tasks

  Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text.

• Action
  Search Actor

  Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters.

• Action
  Search Data Processing

  Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record.

• Action
  Update actor

  Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values.

• Action
  Update data processing

  Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record.

• Action
  Update task

  Updates an existing Dastra task. Fields you leave blank keep their current values.

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