Connect Concord CLM and RepairDesk

Both apps 36Concord CLM 20RepairDesk 16

• 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
  Get agreement PDF

  Downloads the PDF of a Concord agreement.

• 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
  Employee Commission

  Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes.

• Trigger
  Inventory Updated

  Triggers when an inventory item is added or changed (stock, price, name or other details).

• Trigger
  New Customer

  Triggers when a new customer is added in RepairDesk.

• Trigger
  New Inventory Item

  Triggers when a new inventory item is added in RepairDesk.

• Trigger
  New Invoice

  Triggers when a new invoice is created in RepairDesk.

• Trigger
  New Lead

  Triggers when a new lead (appointment) is created in RepairDesk.

• Trigger
  New Payment Added

  Triggers when a payment is recorded against an invoice in your RepairDesk store today.

• Trigger
  New Ticket

  Triggers when a new repair ticket is created in RepairDesk.

• Trigger
  Ticket Status Change

  Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets).

• Action
  Add Payment

  Records a payment against an existing RepairDesk invoice.

• Action
  Create a New Invoice

  Creates a new invoice for a customer in RepairDesk with the given line items.

• Action
  Create a New Ticket

  Creates a repair ticket in RepairDesk for a customer, with one or more device line items.

• Action
  Create Customer

  Creates a new customer in RepairDesk with their contact details and address.

• Action
  Create Lead

  Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired.

• Action
  Find Customer

  Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source.

• Action
  Update Ticket

  Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images.

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