Connect Concord CLM and Recruiterflow

Both apps 44Concord CLM 19Recruiterflow 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
  Deal Stage Changed

  Triggers when a deal moves to a new pipeline stage in Recruiterflow.

• Trigger
  New Candidate Created

  Triggers when a new candidate is added to Recruiterflow.

• Trigger
  New Contact Created

  Triggers when a new contact is added in Recruiterflow.

• Trigger
  New Deal Created

  Triggers when a new deal is created in Recruiterflow.

• Trigger
  Placement Record Created

  Triggers when a new placement record is created in Recruiterflow.

• Trigger
  Placement Record Updated

  Triggers when a placement record is created or edited in Recruiterflow.

• Action
  Add call

  Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.

• Action
  Add candidate note

  Adds a note to a candidate record in Recruiterflow.

• Action
  Add candidate to job

  Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.

• Action
  Add contact

  Creates a contact in Recruiterflow and returns the new contact's id.

• Action
  Add deal

  Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.

• Action
  Get candidate

  Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.

• Action
  Get client

  Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.

• Action
  Get contact

  Returns a contact's full record, including company, notes and custom fields.

• Action
  Get deal

  Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.

• Action
  List candidates

  Returns all candidates in the Recruiterflow account, optionally with their files and notes.

• Action
  List contacts

  Returns the contacts in your Recruiterflow account with their details and custom fields.

• Action
  List jobs

  Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.

• Action
  List users

  Returns all users in the Recruiterflow account, with their names, emails and roles.

• Action
  Update candidate

  Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.

• Action
  Update candidate stage

  Moves a candidate to a stage in a job's pipeline in Recruiterflow.

• Action
  Update client

  Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.

• Action
  Update contact

  Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.

• Action
  Update deal

  Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.

• Action
  Update job

  Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.

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