Connect Concord CLM and Infinity

Both apps 31Concord CLM 19Infinity 12

• 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
  New Board

  Triggers when a new board is created in the selected Infinity workspace.

• Trigger
  New Folder

  Triggers when a new folder is created on an Infinity board.

• Trigger
  New Member

  Triggers when a new member joins an Infinity workspace.

• Action
  Create a New Comment

  Adds a comment to an item on an Infinity board, optionally as a reply to another comment.

• Action
  Create a New Folder

  Creates a new folder on an Infinity board.

• Action
  Create a New Item

  Creates a new item in an Infinity board folder, with values for the board's attributes.

• Action
  File Upload

  Uploads a file from a link into an Infinity workspace as an attachment and returns the stored attachment.

• Action
  Find a Board

  Finds boards in an Infinity workspace whose name matches the given name.

• Action
  Find a Folder

  Finds folders on an Infinity board by name and returns the matching folder.

• Action
  Find a Member

  Finds members of an Infinity workspace by email address or name.

• Action
  Find an Item

  Finds items on a board whose text value matches the given text. Searches the 100 most recent items.

• Action
  Update an Existing Item

  Updates an existing item on an Infinity board — its attribute values, folder, parent item or position.

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