Connect Concord CLM and Samsara

Both apps 40Concord CLM 22Samsara 18

• 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 comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• 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
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

• Trigger
  New Document Submitted

  Triggers when a driver submits a new document in Samsara (documents created in the last 7 days are checked).

• Trigger
  New Route Added

  Triggers when a new route is added in Samsara (routes scheduled from 7 days ago to 30 days ahead are checked).

• Trigger
  New Route Job Completion

  Triggers on each new route stop event in Samsara (arrived, departed/completed, skipped, and other stop updates); the event name is in the operation field, so filter on it for completions.

• Action
  Create Address

  Creates an address in your Samsara organization's address book, with a circular geofence around it.

• Action
  Create Contact

  Creates a contact in your Samsara organization.

• Action
  Create Route

  Creates a route from a start address to an end address (both existing Samsara addresses), optionally assigned to a driver or vehicle.

• Action
  Delete route

  Deletes a dispatch route from your Samsara organization.

• Action
  Get document

  Returns a single driver document, including its type, status, driver, vehicle and submitted field values.

• Action
  Get vehicle

  Returns a single vehicle in your Samsara fleet, including its name, VIN, make, model, tags and external IDs.

• Action
  List addresses

  Returns the addresses (geofenced locations) in your Samsara address book, optionally filtered by tag or creation time.

• Action
  List assets

  Returns the assets (vehicles, trailers, equipment and other tracked assets) in your Samsara organization.

• Action
  List contacts

  Returns the contacts in your Samsara organization.

• Action
  List documents

  Returns driver documents submitted or updated in Samsara within a time range, optionally limited to one document type.

• Action
  List drivers

  Returns the drivers in your Samsara organization, optionally filtered by status, tags or update time.

• Action
  List routes

  Returns the routes scheduled within a time window, including their stops, driver and vehicle.

• Action
  List trailers

  Returns the trailers in your Samsara fleet, optionally filtered by tag.

• Action
  List vehicles

  Returns the vehicles in your Samsara fleet, optionally filtered by tag, attribute or creation/update time.

• Action
  Update route

  Updates an existing Samsara route's name, notes, assigned driver or assigned vehicle.

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