Connect Concord CLM to Feathr

Both apps 34Concord CLM 19Feathr 15

• 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 breadcrumb

  Records an activity, such as a page view, form submission or custom activity, against a person in Feathr. The person is found from the identifiers you supply, or created if they do not exist yet.

• Action
  Add custom field

  Creates a custom field definition in your Feathr account for people, breadcrumbs or partners, and returns the new field.

• Action
  Add tag

  Creates a tag in your Feathr account for the chosen kind of record, such as persons or events. Returns the new tag.

• Action
  Add tag to person

  Adds one or more existing tags to a person. Tags already on the person are left unchanged.

• Action
  Create/ Update Person

  Creates a person in Feathr or updates the existing one, matched by external ID, then email, then Feathr ID. Returns the full person and whether it was created or updated.

• Action
  Delete person

  Deletes a person from your Feathr account by ID. The person's recorded activity (breadcrumbs) is kept.

• Action
  Get campaign

  Returns a single Feathr campaign by its ID, including its name, type, project, state and schedule. An error occurs if the campaign is not found.

• Action
  Get person

  Returns a Feathr person by ID, including their tags and custom field values. An error occurs if the person is not found.

• Action
  List breadcrumbs

  Returns breadcrumbs, the activity records of people in your Feathr account, newest first, optionally filtered by activity type, person, campaign, project or time range.

• Action
  List campaigns

  Returns the campaigns in the Feathr account, including each campaign's name, type, project, state and schedule.

• Action
  List custom fields

  Returns the custom fields defined in the Feathr account, optionally limited to one entity type.

• Action
  List persons

  Returns the persons last seen since a given time, optionally narrowed by external ID or tags, or looks up a single person by email or external ID.

• Action
  List projects

  Returns the account's projects, including each project's name, location, site and registration URLs, and created, start and end dates.

• Action
  List tags

  Returns the account's tags, optionally only those of one kind, such as person or event tags.

• Action
  Remove tag from person

  Removes a tag from a person in your Feathr account. Nothing changes if the person does not hold the tag.

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