Connect Concord CLM to MoEngage

Both apps 27Concord CLM 19MoEngage 8

• 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 or Remove User From Cohort (Audience)

  Adds users to, or removes users from, a partner-synced custom segment (cohort) in MoEngage. Only users who already exist in MoEngage are matched; no new users are created.

• Action
  Create or update device

  Creates a new device for an existing MoEngage user, or updates the properties of one of that user's devices. MoEngage accepts the request and processes it shortly afterwards.

• Action
  Create or Update User

  Creates a new MoEngage user or updates the attributes of an existing user.

• Action
  Delete users

  Requests permanent deletion of one MoEngage user, identified by customer ID or MoEngage ID. The user stays active for a 24-hour buffer period and cannot be retrieved once deleted.

• Action
  Fetch Campaign Report

  Downloads a generated MoEngage campaign report file by its file name. Reports can be downloaded for 7 days after they are generated.

• Action
  Find users

  Returns the MoEngage user profiles that match the Customer IDs or MoEngage IDs you specify, and lists any IDs that were not found.

• Action
  Import User Event

  Records one or more events a user performed, with their attributes and times, on the user's MoEngage profile. Creates the user if needed.

• Action
  Merge users

  Merges duplicate MoEngage user profiles by moving each merged user's data into the retained user. MoEngage cannot undo a merge, so check the user IDs before running it.

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