Connect Concord CLM to Lone Wolf Relationships

Both apps 33Concord CLM 20Lone Wolf Relationships 13

• 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
  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
  Add contact activity

  Logs a custom activity (such as a listing view) on a contact's timeline.

• Action
  Add contact note

  Adds a note to a contact in Lone Wolf Relationships.

• Action
  Add contact opportunity

  Creates a buyer or seller opportunity on a contact, with location, budget and timing details.

• Action
  Add contact tag

  Adds a tag to a contact in Lone Wolf Relationships.

• Action
  Add email send

  Creates an email send in Lone Wolf Relationships, emailing the given recipients now or at a scheduled time.

• Action
  Add text message

  Creates a text message to a contact's phone number, sent now or scheduled for later.

• Action
  Create Contact

  Creates a new contact in Lone Wolf Relationships, with optional emails, phone numbers, addresses, tags, notes and custom field values.

• Action
  List contact notes

  Returns every note recorded on a contact.

• Action
  List contacts

  Returns contacts from Lone Wolf Relationships, optionally filtered by a search term or address.

• Action
  List contact statuses

  Returns the contact statuses defined in the Lone Wolf Relationships account, with each status's id and name.

• Action
  List custom fields

  Returns the custom contact fields defined in your Lone Wolf Relationships account, optionally filtered by name.

• Action
  List users

  Returns the users in your Lone Wolf Relationships account.

• Action
  Update contact

  Updates an existing contact in Lone Wolf Relationships, including its names, status, type, emails, phone numbers, addresses, tags and custom values.

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