Connect Concord CLM and Inmobalia CRM

Both apps 73Concord CLM 22Inmobalia CRM 51

• 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 comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• 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
  Get agreement PDF

  Downloads the PDF of a Concord agreement.

• 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
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

• Trigger
  Activity Log Update

  Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.

• Trigger
  Activity Task Update

  Triggers when an activity task is created or updated in Inmobalia CRM.

• Trigger
  Contact Update

  Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.

• Trigger
  New Activity Log

  Triggered when a new activity log is created.

• Trigger
  New Activity Task

  Triggered when a new activity task is created.

• Trigger
  New Contact

  Triggered when a new contact is created in Inmobalia CRM.

• Trigger
  New Property

  Triggers when a new property is created in Inmobalia CRM.

• Trigger
  New Sale

  Triggers when a new sale is created in Inmobalia CRM.

• Trigger
  New User

  Triggered when a new user is created in the agency's Inmobalia CRM account.

• Trigger
  New WebLead

  Triggers when a new web lead is received, such as a website form submission or a lead from an integration.

• Trigger
  Property Update

  Triggers when an existing property is changed, or a new one is added, returning the property's summary details.

• Trigger
  Sale Update

  Triggers when a sale is created or updated in Inmobalia CRM.

• Action
  Create Activity Log

  Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.

• Action
  Create Activity Log Comment

  Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.

• Action
  Create Activity Task

  Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.

• Action
  Create Activity Task Comment

  Adds a comment to an activity task. The authenticated user is recorded as the comment's author.

• Action
  Create Contact

  Creates a new contact in Inmobalia CRM and returns the id of the new contact.

• Action
  Create Property

  Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.

• Action
  Create Property Description

  Adds a description in a chosen language to a property, and returns the description that was created.

• Action
  Create Property File

  Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.

• Action
  Create Property Image

  Uploads a JPEG or PNG image to a property's gallery and returns the new image's details.

• Action
  Create Property Link

  Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.

• Action
  Create WebLead

  Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.

• Action
  Find and Get Activity

  Returns one activity, either an activity log or an activity task, by its ID.

• Action
  Find and Get Activity Log

  Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.

• Action
  Find and Get Activity Task

  Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.

• Action
  Find and Get Contact by Email

  Finds contacts by exact email address and returns the first match along with every matching contact.

• Action
  Find and Get Contact by ID

  Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.

• Action
  Find and Get Property by ID

  Returns the full details of a single property, identified by its ID.

• Action
  Find and Get Property by Reference

  Returns the full details of the property with the given reference, including its pricing, location, features and status.

• Action
  Find and Get Property Description

  Returns a property's description text in the language you specify, including its short, main, extra and price descriptions.

• Action
  Find and Get Property File by Property Id and File Id

  Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.

• Action
  Find and Get Property HTML by Property Id and HTML Id

  Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.

• Action
  Find and Get Property Image by Property Id and Image Id

  Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status.

• Action
  Find and Get Property Link by Property Id and Link Id

  Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.

• Action
  Find and Get Sale by Code

  Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.

• Action
  Find and Get Sale by ID

  Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.

• Action
  Find and Get User

  Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.

• Action
  Get All Available Property Features

  Returns every property feature in the agency's catalogue, with its code, name and type.

• Action
  Get All Custom Features

  Returns the custom property features your agency has defined, with each feature's code and name.

• Action
  Get All Property Tags

  Returns all the property tags defined in your Inmobalia CRM agency.

• Action
  Get All Property Types

  Returns every property type available in the agency's Inmobalia CRM, with each type's name and category.

• Action
  Select Location

  Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.

• Action
  Update Activity Log

  Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log.

• Action
  Update Activity Task

  Updates an existing activity task in Inmobalia CRM and returns the updated task.

• Action
  Update Contact

  Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact.

• Action
  Update Property

  Updates an existing property by ID, changing only the fields you fill in, and returns the updated property.

• Action
  Update Property Description

  Updates the description of a property in a given language, and returns the updated description.

• Action
  Update Property File

  Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.

• Action
  Update Property Image

  Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.

• Action
  Update Property Link

  Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.

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