Connect Concord CLM and MemberSpace

Both apps 34Concord CLM 19MemberSpace 15

• 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
  Canceled Membership

  Triggers when a member cancels a membership plan (sets it to cancel) or a plan is removed from a member.

• Trigger
  Created Member Profile

  Triggers when a new member signs up on your MemberSpace site, returning the member's profile.

• Trigger
  New member event

  Triggers when a new activity event is recorded for a member, such as a log in, plan added, plan upgraded or card updated.

• Trigger
  New Membership

  Triggers when a member is enrolled on a plan in your MemberSpace site, returning the new membership with its plan, status and billing details.

• Trigger
  Updated Member Profile

  Triggers when a member's profile changes — their name, email, status, profile image or custom signup field answers.

• Action
  Find Member

  Returns up to 100 members on your MemberSpace site that match the email, name, status, signup date or custom signup field answer you specify.

• Action
  Get plan

  Returns a single membership plan from your MemberSpace site, including its name, status, type, pricing and expiration settings.

• Action
  List content views

  Returns records of members viewing your Content Library content, optionally filtered by member, content item and view date.

• Action
  List coupon redemptions

  Returns the members who redeemed a coupon, most recent first, with the membership and plan it was applied to.

• Action
  List coupons

  Returns the discount coupons on your MemberSpace site, ordered by id. Optionally narrow the list to coupons with a specific code.

• Action
  List custom signup fields

  Returns the custom signup fields defined on your MemberSpace site, including each field's id.

• Action
  List member events

  Returns activity events recorded for your members, such as logins, plan changes and charges, optionally filtered by member, event type and date range.

• Action
  List memberships

  Returns the memberships on your MemberSpace site, optionally filtered by plan, member, status, and creation, renewal or expiration date.

• Action
  List plans

  Returns the active (non-archived) membership plans on your MemberSpace site, optionally filtered by plan type and status.

• Action
  List sites

  Returns the MemberSpace sites your API key can access, with each site's name, domain, currency, locale and member counts.

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