Connect Concord CLM to PDF.co

Both apps 47Concord CLM 19PDF.co 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.

• Action
  Add Barcode to PDF

  Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.

• Action
  Add Form Field to PDF

  Add a fillable form field (text field or checkbox) to a PDF at a specified position.

• Action
  Add Image to PDF

  Add an image, logo, or signature to a PDF at a specified position.

• Action
  Add Text to PDF

  Add Text to PDF

• Action
  Advanced Barcode Reader

  Decode barcodes from images or PDF documents swiftly and accurately.

• Action
  AI Invoice Parser

  Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.

• Action
  Anything to PDF Converter

  Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.

• Action
  Barcode Generator

  Generate a variety of barcodes , e.g. QRCode .

• Action
  Compress and Optimize PDF

  Significantly reduce PDF file size by compressing and optimizing images and objects within the document.

• Action
  Convert Scanned PDF to Searchable PDF

  Converts a scanned PDF or image file into a text-searchable PDF.

• Action
  Custom API Call

  Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.

• Action
  Document Classifier

  Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.

• Action
  Document Parser

  Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.

• Action
  Get PDF Information

  Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.

• Action
  HTML to PDF Converter

  Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).

• Action
  PDF Filler

  Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.

• Action
  PDF Find Table

  This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.

• Action
  PDF Merger

  Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.

• Action
  PDF Page Tools

  Tools to rotate and delete pages from your PDF files effectively.

• Action
  PDF Security

  Add/Remove Password and Security Features to/from PDF file

• Action
  PDF to Anything Converter

  Convert PDF to JPG, PNG, CSV, XML, JSON and other formats

• Action
  Search and Delete Found Text in PDF

  Identify and remove specified text from a PDF document using text search or fixed-position coordinates

• Action
  Search and Replace Text in PDF

  Locate and replace specified text within a PDF document

• Action
  Search and Replace With Image in PDF

  Search text inside PDF and replace with Image

• Action
  Search in PDF

  Allows you to search for specific text within PDF documents or scanned images.

• Action
  Split PDF Based on Barcode Search

  This operation segments a PDF document based on barcode search, creating new PDF files for each segment.

• Action
  Split PDF Based on Text Search

  This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.

• Action
  Split PDF Into Multiple Files

  This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.

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