Connect Concord CLM to Retell AI

Both apps 47Concord CLM 20Retell AI 27

• 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.

• Action
  Add Agent

  Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice.

• Action
  Create Knowledge Base

  Create a new Retell AI knowledge base from texts, URLs and/or a file.

• Action
  Create Retell LLM

  Create a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent.

• Action
  Delete Agent

  Deletes an existing Retell AI agent, including all of its versions.

• Action
  Delete Knowledge Base

  Delete an existing knowledge base.

• Action
  Delete Phone Number

  Delete a phone number from your Retell AI account.

• Action
  Delete Retell LLM

  Delete a Retell LLM response engine.

• Action
  Get a Call

  Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency.

• Action
  Get an Agent

  Retrieve the full configuration of a Retell AI voice agent.

• Action
  Get a Phone Number

  Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings.

• Action
  Get a Retell LLM

  Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states.

• Action
  Get a Voice

  Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link.

• Action
  Get Concurrency

  Gets your Retell AI organization's current number of ongoing calls and its concurrency limits.

• Action
  Get Knowledge Base

  Retrieve the details of a knowledge base, including its processing status and sources.

• Action
  Import Phone Number

  Import a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it.

• Action
  List Agents

  Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search.

• Action
  List Calls

  List calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those).

• Action
  List Knowledge Bases

  List all knowledge bases in the Retell AI account.

• Action
  List Phone Numbers

  Lists the phone numbers in your Retell AI account (up to 1000).

• Action
  List Retell LLMs

  Lists the Retell LLM response engines in the account.

• Action
  List Voices

  List all voices available to the Retell AI account.

• Action
  Make a Phone Call

  Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent.

• Action
  Register Phone Call

  Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to.

• Action
  Update Agent

  Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed.

• Action
  Update Call

  Update the metadata, data storage setting or custom attributes of an existing Retell AI call.

• Action
  Update Phone Number

  Updates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed.

• Action
  Update Retell LLM

  Update an existing Retell LLM response engine's configuration (prompt, model, etc).

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