Connect Concord CLM and SmartEmailing

Both apps 36Concord CLM 19SmartEmailing 17

• 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.

• Trigger
  New Contact

  Triggers when a new contact is added to your SmartEmailing account.

• Trigger
  Updated Contact

  Triggers when an existing contact is updated in SmartEmailing.

• Action
  Add Contact list

  Creates a new contact list in SmartEmailing.

• Action
  Add Custom field

  Creates a new contact custom field in SmartEmailing with the given name and type.

• Action
  Delete Contact

  Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.

• Action
  Get Contact

  Returns a single contact by email address or ID, including contact list memberships and custom field values.

• Action
  Get Contact list

  Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.

• Action
  List Contact lists

  Returns all contact lists in your SmartEmailing account.

• Action
  List Contacts

  Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.

• Action
  List Contacts in list

  Returns the contacts that belong to a contact list, with their details and list memberships.

• Action
  List Custom fields

  Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.

• Action
  List Newsletters

  Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.

• Action
  Send custom email

  Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.

• Action
  Send transactional email

  Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from a chosen contact list.

• Action
  Update Contact email address

  Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.

• Action
  Update Contact list

  Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.

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