Connect Concord CLM and Motion

Both apps 40Concord CLM 19Motion 21

• 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 Comment

  Triggered when a new comment is added to the selected task.

• Trigger
  New or Updated Task

  Triggers when a task is created or updated in Motion.

• Trigger
  New Project

  Triggered when a new project is created in a Motion workspace.

• Trigger
  New Task

  Triggered when a new task is created in Motion. Can be limited to a workspace, project, assignee, label, name or status.

• Action
  Create Comment

  Creates a new comment on a Motion task and returns the created comment.

• Action
  Create Project

  Creates a new project in a Motion workspace, optionally from a project template, and returns the created project.

• Action
  Create Recurring Task

  Creates a recurring task in a Motion workspace, assigned to a person and repeating on the frequency you choose. Returns the new recurring task.

• Action
  Create Task

  Creates a task in a Motion workspace, optionally with a due date, assignee, project, labels and auto-scheduling. Returns the new task.

• Action
  Delete Recurring Task

  Deletes a recurring task in Motion by its ID.

• Action
  Delete Task

  Deletes a Motion task by its ID.

• Action
  Find Task

  Returns the tasks whose name contains the specified text, optionally narrowed by workspace, project, assignee, label or status.

• Action
  Get Project

  Returns a single Motion project by its ID, including its status, timestamps and custom field values. An error occurs if the project is not found.

• Action
  Get Task

  Returns a Motion task by its ID, including its schedule, assignees, project, workspace and custom field values. An error occurs if the task is not found.

• Action
  List Comments

  Returns all comments on a Motion task, including each comment's content, creation time and creator.

• Action
  List Projects

  Returns all projects in a Motion workspace, including each project's status and custom field values.

• Action
  List Recurring Tasks

  Returns all recurring tasks in a Motion workspace, including each task's assignee, project, status, priority and labels.

• Action
  List Tasks

  Returns the tasks in Motion, across every page of results, optionally narrowed by workspace, project, assignee, label, name or status.

• Action
  Move Task

  Moves a task to a different workspace, optionally assigning it to a user there, and returns the updated task.

• Action
  Set Project Custom Field Value

  Sets the value of an existing custom field on a project and returns the value that was saved.

• Action
  Unassign Task

  Removes the assignee from a Motion task, leaving the task unassigned.

• Action
  Update Task

  Updates an existing Motion task by ID and returns the updated task, including its title, schedule, status, priority, labels and assignee.

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