Connect Concord CLM and Plug&Pay

Both apps 53Concord CLM 19Plug&Pay 34

• 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 Order

  Triggers when a new order is placed in your Plug&Pay account.

• Trigger
  New Product

  Triggers when a new product is added to your Plug&Pay account.

• Trigger
  New Subscription

  Triggers when a new subscription or installment plan starts in your Plug&Pay account.

• Action
  Add Order Comment

  Adds an internal note to an order. Buyers do not see it.

• Action
  Add Subscription Comment

  Adds an internal note to a subscription. Subscribers do not see it.

• Action
  Cancel Subscription

  Cancels a subscription, optionally from a later date and with a reason.

• Action
  Clone Checkout

  Makes a copy of a checkout page and returns the new checkout's ID.

• Action
  Clone Product

  Makes a copy of an existing product and returns the new product's ID.

• Action
  Create Product Price

  Adds a price to a product in your Plug&Pay account and returns the price ID.

• Action
  Delete Checkout

  Deletes a checkout page from your Plug&Pay account.

• Action
  Delete Order

  Deletes an order from your Plug&Pay account.

• Action
  Delete Product

  Deletes a product from your Plug&Pay account.

• Action
  Delete Product Price

  Removes a price from a product in your Plug&Pay account.

• Action
  Delete Promotion

  Deletes a promotion from your Plug&Pay account.

• Action
  Delete Subscription

  Deletes a subscription from your Plug&Pay account.

• Action
  Extend Subscription

  Moves a subscription's next billing date later, extending the current period.

• Action
  Find Checkouts

  Searches the checkout pages in your Plug&Pay account by name, product or status.

• Action
  Find Orders

  Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters.

• Action
  Find Products

  Searches the products in your Plug&Pay account by title, SKU, type, group and other filters.

• Action
  Find Promotions

  Searches the promotions in your Plug&Pay account by name or product.

• Action
  Find Subscriptions

  Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters.

• Action
  Get Checkout

  Returns a checkout page from your Plug&Pay account by its ID.

• Action
  Get Order

  Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more.

• Action
  Get Order Payment

  Returns the payment of an order: its status, method, provider and amounts.

• Action
  Get Product

  Returns a product from your Plug&Pay account by its ID.

• Action
  Get Product Price

  Returns one price of a product in your Plug&Pay account.

• Action
  Get Promotion

  Returns a promotion from your Plug&Pay account by its ID.

• Action
  Get Subscription

  Returns a subscription from your Plug&Pay account by its ID.

• Action
  List Order Comments

  Returns the internal notes on an order.

• Action
  List Product Prices

  Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence.

• Action
  Refund Order

  Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded.

• Action
  Resume Subscription

  Resumes a cancelled subscription so it renews again.

• Action
  Update Order Payment Status

  Sets the payment status of an order, for example to mark it as paid.

• Action
  Update Product Price

  Changes a price on a product in your Plug&Pay account. Fields left blank are not changed.

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