Connect Concord CLM and OneDeck

Both apps 35Concord CLM 19OneDeck 16

• 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
  Record Created

  Triggers when a new record is created on the selected OneDeck board.

• Trigger
  Record Updated

  Triggers when a record on the chosen OneDeck board is created or updated.

• Action
  Add attachment

  Uploads a file and attaches it to a record on a OneDeck board.

• Action
  Add board

  Creates a new board in a OneDeck workspace, with a default table view.

• Action
  Add field

  Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

• Action
  Add workspace

  Creates a new workspace in your OneDeck account.

• Action
  Create Record

  Creates a new record on a OneDeck board, with a name and optional field values.

• Action
  Find Record

  Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

• Action
  Get record

  Returns one record from a board, including its field values, attachments and share link.

• Action
  List fields

  Returns every field defined on a OneDeck board, including its type and option settings.

• Action
  List records

  Returns the records on a OneDeck board, optionally filtered by field values or search text.

• Action
  List users

  Returns every user in the OneDeck account with their name, email, status and role.

• Action
  List workspaces

  Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

• Action
  Update board

  Renames a board, moves it to another workspace, or both.

• Action
  Update Record

  Updates the name and field values of an existing record on a OneDeck board.

• Action
  Update workspace

  Renames a workspace or changes its icon. Only the values you fill in are changed.

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