Connect Concord CLM to Rosette Text Analytics

Both apps 33Concord CLM 19Rosette Text Analytics 14

• 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.

• Action
  Analyze morphology

  Returns morphological analysis of text, such as lemmas, part-of-speech tags, compound components and Han readings.

• Action
  Analyze sentiment

  Analyzes the positive, negative or neutral sentiment of a text, returning the overall document sentiment and the sentiment toward each entity mentioned.

• Action
  Categorize text

  Identifies the contextual categories (QAG Tier 1 taxonomy) of a piece of text or a web page, with a confidence for each.

• Action
  Deduplicate names

  Groups a list of names into clusters of likely duplicates, returning one cluster ID per name in the order supplied.

• Action
  Extract entities

  Extracts the named entities (people, organizations, places and more) from text or a web page, optionally linking them to a knowledge base.

• Action
  Extract events

  Extracts events (such as travel or meetings) from a piece of text, returning each event's type, participants and roles, and whether it was negated.

• Action
  Extract relationships

  Finds the relationships between people, organizations and other entities in a piece of text, returning each subject, predicate, object and a confidence score.

• Action
  Extract topics

  Returns the key phrases and concepts found in a piece of text or a web page, each with a salience score.

• Action
  Identify language

  Identifies the language(s) of a piece of text or web page, returning candidate languages ranked by confidence.

• Action
  Match addresses

  Compares two addresses and returns a similarity score indicating how likely they refer to the same place.

• Action
  Match names

  Compares two names, in any supported language or script, and returns a similarity score showing how likely they refer to the same person, place or organization.

• Action
  Tokenize text

  Splits text into a list of tokens (words and punctuation).

• Action
  Translate name

  Translates a person, place or organization name into another language and script.

• Action
  Transliterate text

  Transliterates Arabic text between Arabizi (Romanized Arabic) and native Arabic script.

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