Connect Concord CLM and shopVOX

Both apps 53Concord CLM 22shopVOX 31

• 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 Contact

  Triggers when a new contact is added in shopVOX.

• Trigger
  New Customer

  Triggers when a new customer (company) is added in shopVOX.

• Trigger
  New Invoice

  Triggers when a new invoice is created in shopVOX.

• Trigger
  New Job

  Triggers when a new job is created in shopVOX.

• Trigger
  New Payment

  Triggers when a new payment is recorded in shopVOX.

• Trigger
  New Quote

  Triggers when a new quote is created in shopVOX.

• Trigger
  New Sales Lead

  Triggers when a new sales lead is created in shopVOX.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in shopVOX.

• Action
  Complete Job Step

  Marks a workflow step on a shopVOX job complete.

• Action
  Create Contact

  Creates a contact in shopVOX.

• Action
  Create Customer

  Creates a customer (company) in shopVOX.

• Action
  Create Job

  Creates a job in shopVOX.

• Action
  Create Payment

  Records a customer payment in shopVOX.

• Action
  Create Sales Lead

  Creates a sales lead in shopVOX.

• Action
  Delete Contact

  Deletes a shopVOX contact.

• Action
  Delete Customer

  Deletes a shopVOX customer (company).

• Action
  Delete Sales Lead

  Deletes a shopVOX sales lead.

• Action
  Find Contact

  Finds shopVOX contacts by name, search text or customer.

• Action
  Find Customer

  Finds shopVOX customers (companies) by name.

• Action
  Get Contact

  Returns one shopVOX contact by its ID.

• Action
  Get Customer

  Returns one shopVOX customer (company) by its ID.

• Action
  Get Invoice

  Returns one shopVOX invoice by its ID.

• Action
  Get Job

  Returns one shopVOX job by its ID.

• Action
  Get Quote

  Returns one shopVOX quote by its ID.

• Action
  Get Sales Lead

  Returns one shopVOX sales lead by its ID.

• Action
  Get Sales Order

  Returns one shopVOX sales order by its ID.

• Action
  Start Job Step

  Starts a workflow step on a shopVOX job.

• Action
  Stop Job Step

  Stops a workflow step on a shopVOX job.

• Action
  Update Contact

  Updates a shopVOX contact.

• Action
  Update Customer

  Updates a shopVOX customer (company).

• Action
  Update Sales Lead

  Updates a shopVOX sales lead.

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