Connect Concord CLM and Manychat

Both apps 37Concord CLM 19Manychat 18

• 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 or Updated Custom Field

  Triggers when a subscriber custom field is created on the Manychat page, or an existing one's name, type or description changes.

• Action
  Add custom field

  Creates a new subscriber custom field on your Manychat page, with the name, data type and description you choose.

• Action
  Add tag

  Creates a new tag on your Manychat page.

• Action
  Add Tag to User

  Adds one of your Manychat page's tags to a subscriber.

• Action
  Create Subscriber

  Creates a new Manychat subscriber (contact) from a name plus an email, phone or WhatsApp number, and returns the created subscriber.

• Action
  Delete tag

  Deletes a tag from your Manychat page and removes it from every subscriber that has it. This cannot be undone.

• Action
  Find User by Custom Field

  Returns up to 100 Manychat subscribers whose Text or Number custom user field holds the value you specify, most recently updated first.

• Action
  Find User by ID

  Returns the full profile of one Manychat subscriber by their subscriber ID, including contact details, tags and custom field values.

• Action
  Find User by Name

  Returns up to 100 subscribers whose full name matches the name you specify.

• Action
  Get page info

  Returns details of the connected Manychat page: its id, name, category, avatar, username, about text, description, Pro status and timezone.

• Action
  List custom fields

  Returns every subscriber custom field defined on the Manychat page, with each field's id, name, type and description.

• Action
  List flows

  Returns all automations (flows) on the connected Manychat page, along with the folders they are organized in.

• Action
  List tags

  Returns every tag defined on your Manychat page, with each tag's id and name.

• Action
  Remove Tag From User

  Removes a tag from a Manychat subscriber (contact).

• Action
  Send flow

  Sends one of your Manychat automations (flows) to a subscriber.

• Action
  Set bot field

  Sets the value of a Manychat bot field (an account-wide field shared by all subscribers).

• Action
  Set Custom Field

  Sets the value of one custom user field on a Manychat subscriber.

• Action
  Update subscriber

  Updates an existing Manychat subscriber's name, phone, email, gender and opt-in consent, and returns the updated subscriber record.

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