Connect Concord CLM to Octane AI

Both apps 30Concord CLM 19Octane AI 11

• 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 experiment

  Creates a draft A/B experiment on a quiz, testing a saved version against the live version.

• Action
  Add export

  Requests a new export of shopper profiles, quiz responses or quiz analytics. Returns the queued export, whose download link becomes available once it completes.

• Action
  Delete quiz

  Soft-deletes a quiz in your Octane AI store.

• Action
  Get quiz

  Returns a quiz's summary and structure: its pages in order, their content components, rules and jumps, and the scoring dimensions. An error occurs if the quiz is not found.

• Action
  Get quiz analytics overview

  Returns a quiz's analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, with totals and publish markers.

• Action
  Get shopper profile

  Returns one shopper profile: their emails and phones, latest quiz answers and results, quiz sessions and linked orders.

• Action
  Get store analytics overview

  Returns store-wide quiz analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, plus totals and rates.

• Action
  List experiments

  Returns the A/B experiments across the store, newest first, with each experiment's status, decision settings and arms.

• Action
  List quizzes

  Returns the store's quizzes with their name, status, archive state and published version.

• Action
  List shopper profiles

  Returns the store's shopper profiles, most recently seen first, optionally narrowed by a search term, a quiz or a date range.

• Action
  Publish quiz version

  Publishes a saved version of a quiz so shoppers see it. Publishing an older version rolls the live quiz back; the draft is unchanged.

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