Connect Concord CLM to Loops

Both apps 31Concord CLM 19Loops 12

• 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.

• Action
  Add Contact

  Creates a new contact in your Loops audience, with optional name, user group, subscription status, mailing list memberships and custom contact properties.

• Action
  Add contact property

  Creates a new custom contact property in your Loops account, such as a plan name or signup date, so it can be stored on contacts.

• Action
  Delete Contact

  Deletes a contact from your Loops audience, identified by email address or user ID.

• Action
  Find Contact

  Finds a Loops contact by email address or by your own user ID and returns the matching contact, including its custom properties.

• Action
  Get campaign

  Returns a single Loops campaign by its ID, including its name, status, audience, mailing list and schedule.

• Action
  List campaigns

  Returns all campaigns in your Loops account, with each campaign's name, status, audience and scheduling details.

• Action
  List contact properties

  Returns the contact properties defined in your Loops account, either all of them or only your custom ones.

• Action
  List mailing lists

  Returns every mailing list in your Loops account, with each list's name, description and whether it is public.

• Action
  List transactional emails

  Returns the transactional emails in your Loops account, including each email's id, name, and the data variables it expects.

• Action
  Send Event

  Sends an event for a contact in Loops to trigger workflows, identifying the contact by email or user ID and optionally updating their contact properties and mailing list subscriptions.

• Action
  Send Transactional Email

  Sends a published Loops transactional email to one recipient, filling in the email's data variables.

• Action
  Update Contact

  Updates a Loops contact identified by email or user ID, including standard fields, custom contact properties and mailing list subscriptions. Creates the contact if no match exists.

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