Connect Concord CLM to Project Broadcast

Both apps 36Concord CLM 19Project Broadcast 17

• 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 broadcast message

  Creates a broadcast message sent to a set of contacts, either immediately or at a scheduled time.

• Action
  Add smart list

  Creates a new smart list in Project Broadcast with the given name.

• Action
  Add tag to contacts

  Adds a tag to one or more contacts. The tag is created if it does not already exist.

• Action
  Add to Campaign

  Adds a contact to a campaign, optionally with the contact's event date for event campaigns.

• Action
  Apply Keyword

  Applies a keyword to a contact, triggering that keyword's actions for them, and returns the updated contact.

• Action
  Delete contact

  Permanently deletes a contact from your Project Broadcast account.

• Action
  Find campaigns

  Searches your Project Broadcast campaigns by name and returns the matching campaigns.

• Action
  Find Contact

  Searches contacts by a search term and optional filters such as tags, campaign or opt-in status, and returns the matching contacts.

• Action
  Find keywords

  Searches your Project Broadcast keywords by term and returns the matching keywords.

• Action
  Find smart lists

  Searches smart lists by name and returns the matching lists.

• Action
  Find templates

  Searches your Project Broadcast templates by name or content, optionally filtered by content type, and returns the matching templates.

• Action
  Get campaign

  Returns a single campaign's details (id, name and type) by its ID.

• Action
  Get contact

  Returns a contact's details, looked up by contact ID, phone number or email address.

• Action
  Remove contact from campaign

  Removes a contact from a Project Broadcast campaign and returns the campaign.

• Action
  Remove contacts from smart list

  Removes one or more contacts from a Project Broadcast smart list.

• Action
  Remove tag from contacts

  Removes a tag from one or more contacts.

• Action
  Send Message

  Sends a text message to a Project Broadcast contact, either now or at a scheduled time, using your own text or a saved template.

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