Connect Concord CLM and SimplyBook.me

Both apps 55Concord CLM 20SimplyBook.me 35

• 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
  Updated Client

  Triggers when a client is added or any of a client's details (name, email, phone, address, subscription flags) change.

• Action
  Accept Invoice Payment

  Marks an invoice as paid.

• Action
  Approve Booking

  Approves a booking waiting for approval.

• Action
  Block Client

  Blocks a client from booking.

• Action
  Cancel Booking

  Cancels a booking.

• Action
  Create Booking

  Books an appointment for a client with a service and provider at a given time.

• Action
  Create Booking Changed Webhook

  Subscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited.

• Action
  Create Calendar Note

  Adds a note to the calendar, optionally blocking that time from bookings.

• Action
  Create Client

  Adds a new client.

• Action
  Decline Booking

  Declines a booking waiting for approval.

• Action
  Delete Calendar Note

  Deletes a calendar note.

• Action
  Delete Client

  Deletes a client.

• Action
  Find Bookings

  Finds bookings by status, date, client, service, provider or text.

• Action
  Find Clients

  Finds clients by name, email or phone.

• Action
  Find Invoices

  Finds invoices by client, status, booking or date.

• Action
  Get Available Slots

  Returns the open time slots for a service and provider on a day.

• Action
  Get Booking

  Returns one booking by its ID, with its client, service, provider and status.

• Action
  Get Booking Links

  Returns the links for a booking, such as the pages a client uses to view or cancel it.

• Action
  Get Calendar Note

  Returns one calendar note by ID.

• Action
  Get Client

  Returns one client by ID.

• Action
  Get First Available Slot

  Returns the first open time slot for a service and provider, starting from a day.

• Action
  Get Invoice

  Returns one invoice by ID, with its lines.

• Action
  Get Provider

  Returns one provider by ID.

• Action
  Get Service

  Returns one service by ID.

• Action
  List Booking Statuses

  Returns the custom booking statuses set up for the company.

• Action
  List Locations

  Returns the company's locations.

• Action
  List Providers

  Returns the company's providers (staff members or resources).

• Action
  List Service Categories

  Returns the company's service categories.

• Action
  List Services

  Returns the company's services.

• Action
  Set Booking Comment

  Saves a comment on a booking.

• Action
  Set Booking Status

  Applies one of the company's custom statuses to a booking.

• Action
  Unblock Client

  Lets a blocked client book again.

• Action
  Update Booking

  Changes a booking's time, service, provider or client.

• Action
  Update Calendar Note

  Changes a calendar note.

• Action
  Update Client

  Changes a client's name, contact details or address.

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