Connect Concord CLM and PaintScout

Both apps 49Concord CLM 19PaintScout 30

• 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
  Contact Created

  Triggers when a new contact is created in PaintScout.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent to a customer, including when an invoice is re-sent.

• Trigger
  Invoice Status Changed

  Triggers when an invoice's status changes, delivering the invoice with its new status.

• Trigger
  Quote Status Changed

  Triggers when a quote's status changes, for example when it is sent, accepted or declined.

• Trigger
  Quote Tag Added

  Triggers when a tag is added to a quote, optionally only for one specific tag.

• Action
  Add company

  Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags.

• Action
  Add deal

  Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value.

• Action
  Add event

  Creates a scheduled event (such as a consultation or production job) on a PaintScout deal.

• Action
  Add invoice item

  Adds a line item to an existing PaintScout invoice, with its name, price, hours, quantity, notes, files and materials.

• Action
  Add note

  Adds a note to a PaintScout contact, deal or company and returns the new note.

• Action
  Add quote item

  Adds a line item to an existing PaintScout quote, with its price, hours, quantity, notes, files and materials.

• Action
  Add task

  Creates a task in PaintScout, optionally linked to a deal and assigned to a user.

• Action
  Create Contact

  Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags.

• Action
  Create Invoice

  Creates a new invoice in PaintScout, optionally with its contact, job address, line items, discount and tax, and returns the created invoice.

• Action
  Create Quote

  Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags.

• Action
  Find companies

  Returns the companies that match a search filter, such as a name, email or city.

• Action
  Find Contact

  Returns up to 100 contacts that match the search you specify, such as an email address, name or company.

• Action
  Find deals

  Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source.

• Action
  Find Invoice

  Returns the invoices that match a search, such as a status, invoice number, contact name or date range.

• Action
  Find Quote

  Returns the quotes that match a search filter, such as a quote number, status or contact name.

• Action
  Get contact

  Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags.

• Action
  Get deal

  Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing.

• Action
  Get invoice

  Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs.

• Action
  Get quote

  Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links.

• Action
  Update company

  Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed.

• Action
  Update Contact

  Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values.

• Action
  Update deal

  Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed.

• Action
  Update invoice

  Updates an existing PaintScout invoice — its status, contact, line items, notes, terms, discount, tax and other details. Fields left blank are not changed.

• Action
  Update Quote

  Updates an existing PaintScout quote, such as its status, contact, job address, notes, discount or tags, and returns the updated quote.

• Action
  Update task

  Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status.

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