Connect Concord CLM to Mobile Message

Both apps 35Concord CLM 19Mobile Message 16

• 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 to List

  Adds an existing contact to a contact list, identifying the contact by its ID or mobile number. Reports whether the contact was newly added or already a member.

• Action
  Add Unsubscribe

  Adds a phone number to your opt-out list, cancelling and refunding any messages scheduled to it and removing the matching contact from every list.

• Action
  Cancel Scheduled Message

  Cancels a scheduled SMS, a whole scheduled send, or every scheduled message with a given custom reference, and refunds the credits. Returns how many messages were cancelled and the credits refunded.

• Action
  Create Contact

  Adds a new contact to your Mobile Message account and returns the new contact's ID and normalised phone number.

• Action
  Create Contact List

  Creates a contact list with the given name, or returns the existing list if that name is already in use.

• Action
  Delete Contact

  Deletes a contact from your Mobile Message account and removes it from every contact list. Returns whether a contact was removed.

• Action
  Delete Contact List

  Deletes a contact list, and optionally permanently deletes the contacts that belong to it. Contacts are kept by default.

• Action
  Find Contact

  Returns the contacts that match the phone number, name, company or custom field values you specify. A contact must match every value you fill in.

• Action
  Find Message

  Returns outbound SMS messages matching a message ID or your custom reference, or sent history filtered by delivery status and date range.

• Action
  Remove Contact From List

  Removes a contact from a contact list. The contact record itself is kept.

• Action
  Remove Unsubscribe

  Removes a phone number from your unsubscribe list so it can receive messages again.

• Action
  Rename Contact List

  Renames an existing contact list and returns the list's ID and new name.

• Action
  Send SMS

  Sends one SMS message to a single recipient, immediately or at a scheduled time, and returns the new message's ID, cost and delivery acceptance details.

• Action
  Send SMS to List

  Sends one SMS to every contact in a saved contact list, with per-contact personalisation and optional scheduling, and returns the send's totals and status.

• Action
  Simulate Inbound Reply

  Simulates a reply arriving on a Mobile Message test account, recording it and calling the inbound webhook. Test accounts only.

• Action
  Update Contact

  Updates an existing contact's phone number, name, company or custom field values. Only the fields you fill in are changed.

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