Connect Concord CLM and Notion

Both apps 47Concord CLM 19Notion 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 Comment

  Triggers when a new comment is created in your Notion workspace. You can filter by database or specific page.

• Trigger
  New Data Source Item

  Triggers when a new item is created in a data source.

• Trigger
  Updated Content in Data Source Item

  Triggers when the content in a data source item is updated.

• Trigger
  Updated Content in Page

  Triggers when the content in a page is updated.

• Trigger
  Updated Properties in Data Source Item

  Triggers when one or more properties of a data source item are updated.

• Action
  Add Block to Page

  Adds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.

• Action
  Add Comment

  Adds a new comment to a Page.

• Action
  Add Content to Page

  Adds Content to a Page.

• Action
  Archive Data Source Item

  Soft deletes an item in a data source.

• Action
  Create Data Source Item

  Creates an item in a data source.

• Action
  Create Page

  Creates a Page inside a parent page

• Action
  Find Data Source Items

  Searches for items in a data source by its properties.

• Action
  Find Page (By Title)

  Searches for a page by title.

• Action
  Get Block

  Retrieves a block by ID.

• Action
  Get Block Children

  Retrieves child blocks of a parent block or page with support for pagination.

• Action
  Get Page

  Retrieves a specific page or data source item from Notion using its ID.

• Action
  Get Page and Children

  Retrieves a page by its ID and all of its block children.

• Action
  Get Page Comments

  Retrieves comments from a Page.

• Action
  Get Page Property

  Retrieves a specific property value from a Notion page.

• Action
  Get User Details

  Retrieves user information by ID.

• Action
  Query Data Source (Advanced)

  Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.

• Action
  Restore Data Source Item

  Restores a data source item which was previously archived.

• Action
  Retrieve Database

  This action retrieves a database in Notion using the ID of the database.

• Action
  Update Database

  Updates a Notion database's title, description and column (property) schema.

• Action
  Update Data Source Item

  Updates a data source item.

• Action
  Update Data Source Schema

  Updates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.

• Action
  Upload File to Data Source Item

  Uploads a file to a files property in a data source item.

• Action
  Upload File to Page or Block

  Uploads a file to a page or block in Notion.

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