Connect Concord CLM to Frase

Both apps 35Concord CLM 19Frase 16

• 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 brief

  Creates a Frase content brief from a completed research session. The brief is created with a pending status and its outline is generated in the background; if a brief already exists for the research session, that brief is returned instead.

• Action
  Add topic cluster

  Creates a topic cluster in Frase, either org-wide or scoped to one of your sites.

• Action
  Add tracked prompt

  Add a new prompt for Frase to track for AI visibility across AI answer engines.

• Action
  Analyze SERP

  Analyzes the Google search results for a keyword, returning organic results, the AI Overview and its sources, People Also Ask questions, and related searches.

• Action
  Delete content

  Moves a content article to the trash in Frase (soft delete). Trashed content can be restored later.

• Action
  Generate content

  Starts generating an article from an existing Frase brief. Generation runs in the background; the returned content id can be used to check its progress.

• Action
  Get audit

  Retrieve a site audit's details and summary, optionally including the audited pages.

• Action
  Get brief

  Retrieve a Frase brief by its ID, including its outline sections.

• Action
  Get content

  Retrieve a specific Frase content article by its ID, including its body, metadata, and SEO/GEO/E-E-A-T scores.

• Action
  Get research

  Retrieve a specific Frase research session by its ID, including its status, summary, findings, sources and type-specific research data.

• Action
  List sites

  Lists the websites associated with your Frase organization.

• Action
  List topic clusters

  Lists the organization's topic clusters, optionally limited to one site.

• Action
  Start audit

  Start a new site audit on one of your Frase sites.

• Action
  Start research

  Start AI-powered research on a topic in Frase. Research runs asynchronously; the returned research id can be used to check progress and read the results.

• Action
  Update brief

  Update a Frase brief's metadata (topic, keywords, content type, intent, word count, tone, audience, guardrails) and/or replace its outline.

• Action
  Update content

  Updates a Frase content article's title, body, status, SEO metadata, or target keywords. Fields left blank are not changed.

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