Connect Concord CLM to RD Station

Both apps 33Concord CLM 19RD Station 14

• 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 custom field

  Creates a new custom contact field in your RD Station Marketing account.

• Action
  Add tag to contact

  Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags.

• Action
  Conversion Event

  Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone.

• Action
  Delete contact

  Deletes a contact from RD Station Marketing, found by its UUID, email or phone.

• Action
  Delete custom field

  Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted.

• Action
  Get contact

  Returns a contact's standard and custom fields, looked up by UUID, email or phone.

• Action
  List contact events

  Returns the conversion or opportunity events recorded for an RD Station Marketing contact.

• Action
  List custom fields

  Returns all contact fields in the RD Station Marketing account, both standard and custom fields.

• Action
  List segmentation contacts

  Returns the contacts that belong to an RD Station Marketing segmentation.

• Action
  List segmentations

  Returns the segmentations (contact segments) defined in your RD Station Marketing account.

• Action
  Lost Deal

  Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason.

• Action
  Update contact

  Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches.

• Action
  Update custom field

  Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing.

• Action
  Won Deal

  Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value.

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