Connect Concord CLM and Recruitee

Both apps 44Concord CLM 19Recruitee 25

• 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 Task

  Triggered when a new task is created in your Recruitee company.

• Action
  Add Note to Candidate

  Adds a note to a candidate's profile in Recruitee.

• Action
  Add Note to Job Opening/Talent Pool

  Adds a note to a job opening or a talent pool.

• Action
  Add Tags to Candidate

  Adds tags to a candidate.

• Action
  Assign Candidate to Job Opening/Talent Pool

  Assigns a candidate to a job opening or talent pool.

• Action
  Create Candidate

  Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools.

• Action
  Create Job Opening

  Creates a new job opening in Recruitee.

• Action
  Create Talent Pool

  Creates a talent pool in Recruitee.

• Action
  Create Task

  Creates a task.

• Action
  Delete candidate

  Permanently deletes a candidate from your Recruitee company.

• Action
  Delete job opening

  Permanently deletes a job opening (offer) and its applications in Recruitee.

• Action
  Find Candidate

  Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text.

• Action
  Find Candidate Stage

  Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to.

• Action
  Find Job Opening

  Returns the job openings whose title contains the specified text.

• Action
  Find Talent Pool

  Finds talent pools whose name contains the search text.

• Action
  Find Task

  Finds tasks in the company whose title contains the given text.

• Action
  Get candidate

  Fetches a candidate by ID. An error occurs if the candidate is not found.

• Action
  Get job opening

  Retrieves a single job opening from Recruitee by its id or slug.

• Action
  List departments

  Lists every department set up in your Recruitee company.

• Action
  List Job Opening/Talent Pool Notes

  Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps.

• Action
  List locations

  List all locations.

• Action
  Proceed Candidate

  Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed.

• Action
  Update job opening

  Updates an existing Recruitee job opening. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task.

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