Connect Concord CLM and Loyverse

Both apps 68Concord CLM 19Loyverse 49

• 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
  Customer Update

  Triggers when a customer is updated.

• Trigger
  Inventory Update

  Triggers when a stock updates.

• Trigger
  Items Update

  Triggers when an item is updated.

• Trigger
  Receipts Update

  Triggers when a receipt gets created or updated.

• Action
  Create or Update Category

  Creates or Updates a single category.

• Action
  Create or Update Discount

  Creates or Updates a single discount.

• Action
  Create or Update Modifier

  Creates or Updates a modifier.

• Action
  Create or Update POS Device

  Creates or Updates a single POS device.

• Action
  Create or Update Receipts

  Creates a receipt

• Action
  Create or Update Single Customer

  Creates or Updates a Single Customer.

• Action
  Create or Update Single Item
• Action
  Create or Update Supplier

  Creates or Updates a single supplier.

• Action
  Create or Update Tax

  Creates or Updates a tax.

• Action
  Create Refund Receipt

  Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt.

• Action
  Delete Singe Item

  Deletes a single item.

• Action
  Delete Single Category

  Deletes a single category.

• Action
  Delete Single Customer

  Deletes a single customer.

• Action
  Delete Single Discount

  Deletes a single discount.

• Action
  Delete Single Modifier

  Deletes a single Modifier.

• Action
  Delete Single POS Device

  Deletes a single POS Device.

• Action
  Delete Single Supplier

  Deletes a single supplier.

• Action
  Delete Single Tax

  Deletes a single tax.

• Action
  Delete Single Variant

  Deletes a single variant.

• Action
  Get List of Categories

  Get list of all categories.

• Action
  Get List of Customers

  Get list of Customers

• Action
  Get List of Discounts

  Returns discounts, most recently created first.

• Action
  Get List of Employees

  Gets a list of employees.

• Action
  Get List of Items

  Get list of items

• Action
  Get List of Payment Types

  Get list of Payment Types

• Action
  Get List of POS Devices

  The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first

• Action
  Get List of Stores

  Get list of stores

• Action
  Get List of Suppliers

  Gets a list of suppliers.

• Action
  Get List of Taxes

  Get list of taxes

• Action
  Get List of Variants

  Get lists of item variants.

• Action
  Get Merchant Information

  Returns the business profile of the connected Loyverse merchant account.

• Action
  Get Single Category

  Get Single Category.

• Action
  Get Single Customer

  Get Single Customer

• Action
  Get Single Discount

  Gets a single discount.

• Action
  Get Single Employee

  Gets a single employee.

• Action
  Get Single Item

  Get single item

• Action
  Get Single Modifier

  Gets a single modifier.

• Action
  Get Single Payment Type

  Fetches a payment type by ID. An error occurs if the payment type is not found.

• Action
  Get Single POS Device

  Fetches a POS device by ID. An error occurs if the POS device is not found.

• Action
  Get Single Receipt

  Get a single Receipt.

• Action
  Get Single Store

  Get Single Store

• Action
  Get Single Supplier

  Fetches a supplier by ID. An error occurs if the supplier is not found.

• Action
  Get Single Tax

  Gets a single tax.

• Action
  Get Single Variant

  Gets single item variant.

• Action
  Update Inventory Levels for Items

  Batch updates Inventory Levels for Item Variants.

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