Connect Concord CLM and Leantime

Both apps 44Concord CLM 19Leantime 25

• 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 Comment

  Triggers when a new comment is posted on a task, project or other item in Leantime.

• Trigger
  New Goal

  Triggers when a new goal is added to a goal board in any project you can access, or in one project or board you choose.

• Trigger
  New Milestone

  Triggers when a new milestone is created in Leantime.

• Trigger
  New Project

  Triggers when a new project is created in your Leantime instance.

• Trigger
  New Timesheet

  Triggers when a new time entry is logged in Leantime.

• Trigger
  New Todo

  Triggers when a new todo (task, bug, story, etc.) is created in Leantime.

• Trigger
  Updated Goal

  Triggers when a goal is created or changed in Leantime, optionally limited to one project or goal board.

• Trigger
  Updated Milestone

  Triggers when a milestone is created or changed in Leantime.

• Trigger
  Updated Project

  Triggers when a project is created or changed in Leantime.

• Trigger
  Updated Timesheet

  Triggers when a time entry is logged or changed in Leantime.

• Trigger
  Updated Todo

  Triggers when a todo is created or changed in Leantime.

• Action
  Add Comment

  Adds a comment to a Leantime task, project, wiki article, idea or board item.

• Action
  Add Project

  Creates a new project in Leantime for a client and returns the new project's ID.

• Action
  Create Milestone

  Creates a milestone in a Leantime project and returns the new milestone's id.

• Action
  Create Timesheet

  Logs hours worked on a Leantime to-do as a timesheet entry, adding to any existing hours for that day and type.

• Action
  Create Todo

  Creates a to-do (task, bug, story or other ticket) in a Leantime project.

• Action
  Delete Todo

  Deletes a todo (task) in Leantime.

• Action
  Get Project

  Returns the details of a single Leantime project by its ID.

• Action
  Get Todo

  Returns a single Leantime todo (ticket) by its ID, with all of its details.

• Action
  List Comments

  Returns the comments posted on a Leantime task, project, idea, article or board item.

• Action
  List Projects

  Returns all projects in your Leantime instance with their details.

• Action
  List Todos

  Returns the todos (tasks) visible to this account, optionally filtered by project, assignee, status, search term, type, milestone, priority, sprint or modification date.

• Action
  Update Milestone

  Updates an existing milestone in a Leantime project. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing Leantime project, changing only the fields you fill in.

• Action
  Update Todo

  Updates an existing to-do in Leantime. Only the fields you fill in are changed; everything else keeps its current value.

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