Connect Concord CLM and OwnerRez

Both apps 37Concord CLM 19OwnerRez 18

• 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 inquiry

  Triggers when a new inquiry is received in OwnerRez.

• Trigger
  New payment

  Triggers when a new payment is recorded on a booking in OwnerRez.

• Action
  Add guest

  Creates a new guest in OwnerRez with their name, contact details and marketing preferences.

• Action
  Add message

  Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.

• Action
  Add quote

  Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.

• Action
  Add Tag

  Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.

• Action
  Booking Lookup

  Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.

• Action
  Create Guest Updated Webhook Subscription

  Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.

• Action
  Delete guest

  Removes a guest from your OwnerRez account.

• Action
  Guest Lookup

  Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.

• Action
  List bookings

  Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.

• Action
  List inquiries

  Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.

• Action
  List payments

  Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.

• Action
  List properties

  Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.

• Action
  Modify Booking

  Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.

• Action
  Property Lookup

  Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.

• Action
  Remove Tag

  Removes a tag, by name, from an OwnerRez booking, guest, property or other record.

• Action
  Update guest

  Updates an existing guest in OwnerRez, changing only the details you fill in.

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