Connect Concord CLM and LifterLMS

Both apps 43Concord CLM 19LifterLMS 24

• 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
  Course Access Cancelled

  Triggers when a student's enrollment in the selected LifterLMS course is cancelled.

• Trigger
  Course Access Expired

  Triggers when a student's access to a LifterLMS course expires.

• Trigger
  Membership Access Cancelled

  Triggers when a student's access to a LifterLMS membership is cancelled.

• Trigger
  Membership Access Expired

  Triggers when a student's access to the selected LifterLMS membership expires.

• Trigger
  New Course

  Triggers when a new course is created in LifterLMS.

• Trigger
  New Course Enrollment

  Triggers when a student enrolls in the selected LifterLMS course.

• Trigger
  New Membership

  Triggers when a new LifterLMS membership is created.

• Trigger
  New Membership Enrollment

  Triggers when a student is enrolled in the selected LifterLMS membership.

• Trigger
  New Order

  Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan.

• Trigger
  New Student

  Triggers when a new LifterLMS student (a WordPress user with the student role) is created.

• Action
  Cancel Course Access

  Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled.

• Action
  Cancel Membership Access

  Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled.

• Action
  Create a WordPress User

  Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another.

• Action
  Enroll in a Course

  Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment.

• Action
  Enroll in a Membership

  Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment.

• Action
  Expire Course Access

  Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment.

• Action
  Expire Membership Access

  Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment.

• Action
  Find Courses

  Searches LifterLMS courses by a search term and returns the matching courses.

• Action
  Get Course

  Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings.

• Action
  Get Course Enrollment

  Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it.

• Action
  Get Order

  Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status.

• Action
  Retrieve a WordPress User

  Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details.

• Action
  Search WordPress User by Email

  Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile.

• Action
  Search WordPress User by Username

  Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile.

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