Connect Concord CLM and Recurly

Both apps 95Concord CLM 19Recurly 76

• 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
  Prerenewal of subscription

  Instant trigger: fires before a Recurly subscription renews (webhook).

• Action
  Add add-on to subscription

  Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on.

• Action
  Add coupon

  Create a new discount coupon.

• Action
  Add coupon redemption

  Apply a coupon to an account or subscription.

• Action
  Add gift card

  Create a new gift card.

• Action
  Add invoice

  Create an invoice for an account's pending line items.

• Action
  Add plan add-on

  Create a new add-on for a subscription plan.

• Action
  Add shipping address

  Create a new shipping address for an account.

• Action
  Adjust add-on quantity

  Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero!

• Action
  Cancel subscription

  Cancels a subscription so it remains active until the end of the current bill cycle, then expires.

• Action
  Convert trial subscription

  Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted.

• Action
  Create account

  Creates a new account. An error occurs if the account code already exists.

• Action
  Create line item

  Creates a one-time charge or credit on the specified account. type is charge or credit.

• Action
  Create purchase - add subscription

  Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'.

• Action
  Create purchase - add subscription add-on

  Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase.

• Action
  Create purchase - initialize

  Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize.

• Action
  Create purchase - submit

  Submits the assembled purchase to Recurly.

• Action
  Create subscription

  Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency.

• Action
  Deactivate account

  Deactivates (deletes) the specified account.

• Action
  Delete account billing info

  Remove an account's stored billing information.

• Action
  Delete coupon

  Expire a coupon so it can no longer be redeemed.

• Action
  Delete coupon redemption

  Remove an active coupon redemption from an account or subscription.

• Action
  Delete item

  Deactivate an item so it cannot be bought again. Existing line items are unaffected.

• Action
  Delete line item

  Delete an uninvoiced line item.

• Action
  Delete plan

  Remove a subscription plan.

• Action
  Delete plan add-on

  Remove an add-on from a plan.

• Action
  Delete shipping address

  Remove an account's shipping address.

• Action
  Delete subscription change

  Cancel a subscription's pending scheduled change.

• Action
  Delete usage record

  Deletes a usage record from a subscription add-on.

• Action
  Get account

  Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code.

• Action
  Get account balance

  Fetch an account's current balance and past-due status.

• Action
  Get account billing info

  Returns the billing information for the specified account.

• Action
  Get add-on

  Fetch a single add-on by ID.

• Action
  Get all subscriptions

  Returns all subscriptions for the account.

• Action
  Get coupon

  Fetch a coupon by its code.

• Action
  Get gift card

  Fetch a gift card by ID.

• Action
  Get invoice

  Returns the specified invoice. ID may be a Recurly UUID or the invoice number.

• Action
  Get item

  Fetch a catalog item by ID.

• Action
  Get line item

  Fetch a single line item by ID.

• Action
  Get plan

  Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code.

• Action
  Get shipping address

  Fetch an account's shipping address.

• Action
  Get subscription

  Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value.

• Action
  Get subscription add-ons

  Returns all add-ons for the specified subscription.

• Action
  Get subscription change

  Fetch a subscription's pending scheduled change.

• Action
  Get transaction

  Fetch a single payment transaction by ID.

• Action
  List account invoices

  Returns the invoices for the specified account.

• Action
  List account line items

  Returns the line items (charges and credits) for the specified account.

• Action
  List account notes

  List the notes on an account.

• Action
  List accounts

  Returns a list of accounts. Supports limit, order, sort, and state filters.

• Action
  List account subscriptions

  Returns the subscriptions for the specified account.

• Action
  List active coupon redemptions

  Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it.

• Action
  List a subscription add-on's usage records

  Lists all usage records for a subscription add-on for the specified subscription.

• Action
  List coupons

  Returns a list of coupons for the site.

• Action
  List credit payments

  List credit payments issued across the site.

• Action
  List gift cards

  List gift cards issued on the site.

• Action
  List invoices

  Returns a list of all invoices on the site. Supports limit and state filters.

• Action
  List items

  List a site's catalog items.

• Action
  List plans

  Returns a list of plans for the site.

• Action
  List shipping addresses

  List an account's shipping addresses.

• Action
  List subscriptions

  Returns a list of all subscriptions. Supports limit and state filters.

• Action
  List transactions

  List payment transactions across the site.

• Action
  Log a usage record on subscription add-on

  Logs a usage record on the specified subscription add-on.

• Action
  Pause subscription

  Pauses a subscription for the given number of remaining billing cycles.

• Action
  Reactivate account

  Reactivate an inactive Recurly account.

• Action
  Reactivate subscription

  Reactivates a canceled subscription so it renews at the end of the current bill cycle.

• Action
  Redeem gift card

  Redeem a gift card's redemption code onto an account.

• Action
  Refund invoice

  Issue a refund against an invoice.

• Action
  Remove add-on from subscription

  Removes an add-on from a subscription.

• Action
  Terminate subscription

  Immediately terminates a subscription. refund may be none, partial, or full.

• Action
  Update account

  Updates the specified account.

• Action
  Update account billing info

  Set or replace an account's credit card / payment billing information.

• Action
  Update coupon

  Update an active coupon's details.

• Action
  Update plan add-on

  Update an existing plan add-on.

• Action
  Update shipping address

  Update an account's shipping address.

• Action
  Update subscription renewal date

  For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.

• Action
  Void invoice

  Void a credit invoice.

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