Connect Concord CLM to EveryAction

Both apps 33Concord CLM 19EveryAction 14

• 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 a Contribution

  Creates a contribution (donation) for a contact in EveryAction, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes an activist code on a person in EveryAction.

• Action
  Add Canvass Responses

  Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses.

• Action
  Add Contact History

  Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction.

• Action
  Add event

  Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes.

• Action
  Add Note to Contact

  Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record.

• Action
  Add Survey Responses

  Records a contact's answer to a survey question in EveryAction.

• Action
  Create Financial Batch

  Creates a financial batch for grouping contributions under a designation.

• Action
  Create or Update Contact

  Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID.

• Action
  Find Contact

  Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches.

• Action
  Get activist code

  Returns one activist code by its id, including its name, type, description, script question and status.

• Action
  Subscribe Email

  Finds or creates a contact by email and marks that email address as subscribed.

• Action
  Tag a Contact

  Applies a tag (or source code) to an existing contact in EveryAction.

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