Connect Concord CLM and Files.com

Both apps 42Concord CLM 19Files.com 23

• 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
  Automation Run Completed

  Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.

• Trigger
  File Deleted

  Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.

• Trigger
  Group Created

  Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions.

• Trigger
  New File or Folder Created

  Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.

• Trigger
  New File Uploaded

  Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.

• Trigger
  Share Link Created

  Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.

• Trigger
  User Created

  Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.

• Action
  Add User to Group

  Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.

• Action
  Copy File

  Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.

• Action
  Create Folder

  Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.

• Action
  Create Group

  Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.

• Action
  Create Share Link

  Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.

• Action
  Delete File

  Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.

• Action
  Delete Folder

  Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.

• Action
  Delete Group

  Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.

• Action
  Delete User

  Deletes a user from Files.com by their ID, removing their access to the site.

• Action
  Download File

  Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.

• Action
  List Folder Contents

  Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.

• Action
  Move File

  Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.

• Action
  Remove User from Group

  Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.

• Action
  Run Automation

  Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.

• Action
  Update User

  Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.

• Action
  Upload File

  Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.

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