Connect Concord CLM and Projectworks

Both apps 51Concord CLM 21Projectworks 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 comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• 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
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

• Trigger
  New Leave Request

  Triggers when a new leave request is created.

• Action
  Add expense claim

  Creates an expense claim against a project and module for a user, optionally with an attached receipt file.

• Action
  Add task

  Creates a task under a budget (module) of a Projectworks project.

• Action
  Create Budget

  Creates a budget (module) on a project.

• Action
  Create Company

  Creates a new client company.

• Action
  Create Leave

  Creates a leave request for a user for one day.

• Action
  Create Project

  Creates a new project.

• Action
  Create Timecode

  Creates a timecode (task) on a project.

• Action
  Create Timesheet Entry

  Creates a timesheet entry.

• Action
  Delete task

  Deletes a task from a Projectworks project.

• Action
  Find ClientID

  Finds a client company by name or external reference.

• Action
  Find CurrencyID

  Finds a currency by its name or code.

• Action
  Find GLCode ID

  Finds a GL code by its code or description.

• Action
  Find ModuleID

  Finds a budget (module) by name or external reference.

• Action
  Find OfficeID

  Finds an office by name or external reference.

• Action
  Find ProjectID

  Finds a project by name, number or external reference.

• Action
  Find TaskID

  Finds a timecode (task) by name or external reference.

• Action
  Find UserID

  Finds a user by name, email address or external reference.

• Action
  Get Budgets

  Returns a list of budgets (modules).

• Action
  Get Clients

  Returns a list of client companies.

• Action
  Get Leave Statuses

  Returns the list of leave statuses.

• Action
  Get Offices

  Returns a list of offices.

• Action
  Get Projects

  Returns a list of projects.

• Action
  Get Timecodes

  Returns a list of timecodes (tasks).

• Action
  Get Timesheet Entries

  Returns a list of timesheet entries.

• Action
  Get Users

  Returns a list of users.

• Action
  List tasks

  Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.

• Action
  Set Resourcing

  Sets the resourcing for a person on a project on a given day.

• Action
  Update CustomFieldValue

  Sets the value of a custom field on a record.

• Action
  Update Timesheet Entry

  Updates a timesheet entry.

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