Connect Concord CLM to Fundraise Up

Both apps 37Concord CLM 19Fundraise Up 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.

• Action
  Add designation

  Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.

• Action
  Add donation

  Creates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account.

• Action
  Add fundraiser

  Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.

• Action
  Delete designation

  Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.

• Action
  Get campaign

  Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.

• Action
  Get designation

  Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.

• Action
  Get donation

  Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.

• Action
  Get recurring plan

  Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.

• Action
  Get supporter

  Returns one supporter's details, such as name, email, language, mailing address, phone number and employer.

• Action
  List campaigns

  Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.

• Action
  List designations

  Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.

• Action
  List donations

  Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List fundraisers

  Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.

• Action
  List recurring plans

  Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List supporters

  Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.

• Action
  Update designation

  Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.

• Action
  Update donation

  Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.

• Action
  Update fundraiser

  Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left 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.