Connect Concord CLM and MiiTel

Both apps 49Concord CLM 22MiiTel 27

• 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 comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• 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
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

• Trigger
  New Meeting

  Triggers when a new meeting recording is added in MiiTel.

• Trigger
  New Phone Call

  Triggers when a new phone call is recorded in MiiTel.

• Action
  Bulk partially update phone call legs

  Partially update multiple call-detail records, returning {"call_details": [...]}.

• Action
  Create a presigned URL to upload call audio

  Mint a presigned URL for (re-)uploading a call's audio recording.

• Action
  Delete a phone call leg comment

  Delete one comment from a call-detail record.

• Action
  Get a meeting

  Retrieve one video meeting record, wrapped as {"video": {...}}.

• Action
  Get a phone call

  Retrieve one parent phone call and its nested call legs.

• Action
  Get a phone call leg

  Retrieve one call-detail record, wrapped as {"call_detail": {...}}.

• Action
  Get phone call leg audio

  Stream the audio recording for one call.

• Action
  Increment playback count of a phone call leg

  Record a playback of this phone call leg; returns when it was recorded.

• Action
  List a meeting's viewers

  List the users who have played the video — paginated, most recent first.

• Action
  Remove tags from a meeting

  Remove one tag from a video meeting record.

• Action
  Retrieve all tags assigned to a meeting

  Retrieve all tags currently assigned to a video meeting record.

• Action
  Retrieve all tags assigned to a phone call leg

  Retrieve all tags currently assigned to a call detail record.

• Action
  Retrieve a meeting recording's phrase summaries

  Retrieve the summarized transcript phrase groups of a video, by start time.

• Action
  Retrieve a meeting recording's summaries

  Retrieve a video's AI-generated and manual summaries, newest first.

• Action
  Retrieve call quality metrics for a phone call leg

  Retrieve call quality metrics for a specific call detail record.

• Action
  Retrieve dial start timestamp of a phone call leg

  Retrieve a call detail's dial_starts_at (ISO 8601); 404 if the id is unknown.

• Action
  Retrieve the comment list of a meeting recording

  Retrieve a video detail's comments, wrapped as {"video_comments": [...]}.

• Action
  Retrieve the comment list of a phone call leg

  Retrieve a call leg's comments, wrapped as {"comments": [...]}.

• Action
  Retrieve the transcript of a meeting recording

  Retrieve a video's transcript, wrapped as {"phrases": [...]}.

• Action
  Retrieve the transcript of a phone call leg

  Retrieve a call's transcript, one entry per participant track.

• Action
  Retrieve topics extracted from a meeting recording transcript

  Retrieve the list of topics extracted from a video meeting transcript.

• Action
  Update a meeting recording summary

  Update the text of an existing summary on a video.

• Action
  Update a meeting's access permission settings

  Update the access permission of a video; returns the updated settings.

• Action
  Update a transcript phrase of a phone call leg

  Correct one transcript phrase, returning the stored phrase as {"phrase": {...}}.

• Action
  Update the after-call-work end time of a phone call leg

  Update a call detail's After Call Work end timestamp (ISO 8601); 409 if already finalized.

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