Connect Concord CLM to Priority

Both apps 35Concord CLM 19Priority 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.

• Action
  Add record

  Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

• Action
  Add Shipping Charges to an Order

  Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

• Action
  Create a New Sales Order

  Creates a sales order for a customer in Priority, optionally with order lines.

• Action
  Create Exist Customer Sales Order

  Creates a sales order in Priority for an existing customer, optionally with order lines.

• Action
  Create Potential Customer

  Creates a potential customer record in Priority.

• Action
  Delete record

  Deletes a record from a Priority form, such as a customer or an order, by its key.

• Action
  Find Customer by Email

  Finds customers in Priority whose email address matches the one you provide.

• Action
  Find records by filter

  Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

• Action
  Find the Country Name by Two Letter Code

  Looks up a country in Priority by its two-letter code and returns the country's name.

• Action
  Get Campaigns

  Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

• Action
  Get Customers

  Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

• Action
  Get Lead Types

  Returns the lead types defined in Priority, optionally filtered and sorted.

• Action
  Get record

  Returns a single record from a Priority form (such as a customer or order) by its key.

• Action
  List records

  Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

• Action
  Update record

  Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

• Action
  Update Sales Order Status

  Changes the status of an existing sales order in Priority.

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