Connect Concord CLM and Nifty

Both apps 47Concord CLM 19Nifty 28

• 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 Doc

  Triggers when a new doc is created.

• Trigger
  New File

  Triggers when a new file is uploaded.

• Trigger
  New Message

  Triggers when a new message is sent.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Portfolio

  Triggers when a new portfolio is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Status

  Triggers when a new status is created.

• Trigger
  New Subtask

  Triggers when a new subtask is created.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Task Is Completed

  Triggers when a task is completed.

• Action
  Create Document

  Creates a Nifty document in a project, optionally seeding its body from Markdown.

• Action
  Create File

  creates a file record in a project from text content (or a URL), firing file.created.

• Action
  Create Milestone

  Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.

• Action
  Create Portfolio

  Creates a portfolio (a team-level grouping of projects) in Nifty.

• Action
  Create Project

  Creates a new project.

• Action
  Create Status

  Creates a status column (Kanban column / list stage) in a Nifty project.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Tag

  Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.

• Action
  Create Task

  Creates a new task.

• Action
  Create Upload URL

  Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File.

• Action
  Get Document

  Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.

• Action
  Get Message

  Retrieve a single Nifty message (chat message or comment) by its ID.

• Action
  Get Milestone

  Retrieve a single milestone by its id, including its custom-field values.

• Action
  Get Project

  Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.

• Action
  Get Status

  Retrieve a single Nifty status column by its id.

• Action
  Get Tag

  Retrieves a single tag (Nifty label) by id.

• Action
  Send Message

  Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.

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