Connect Concord CLM and Invoice Ninja

Both apps 30Concord CLM 19Invoice Ninja 11

• 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 expense

  Triggers when a new expense is created in Invoice Ninja.

• Action
  Delete invoice

  Deletes an invoice from your Invoice Ninja company by its id.

• Action
  Email Invoice

  Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address.

• Action
  Email Quote

  Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed.

• Action
  Find Client

  Finds clients by name, email, number or search text and returns the matching client records.

• Action
  Find Credit

  Returns the credits that match a credit number, search text, client, status or date.

• Action
  Find Invoice

  Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out.

• Action
  Find payments

  Returns the payments that match a payment number, search text, client or other criteria.

• Action
  Find Product

  Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match.

• Action
  Find Project

  Finds projects whose name, number or notes match the search text and returns the matches.

• Action
  Find Quote

  Returns the quotes that match a quote number, search text, client, status or date criteria.

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