Connect Concord CLM and Snitcher

Both apps 32Concord CLM 19Snitcher 13

• 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 Organisation

  Triggered when a new company is identified visiting your website in the selected Snitcher workspace.

• Trigger
  Organisation Enters Segment

  Triggered when a company first appears in the selected Snitcher segment.

• Action
  Create Custom Field

  Creates a new custom field definition on organisations in a Snitcher workspace.

• Action
  Create Tag

  Creates a new tag in a Snitcher workspace so it can be applied to organisations.

• Action
  Find Contacts

  Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.

• Action
  Find Organisation

  Looks up an organisation in a Snitcher workspace by company name and returns the first match.

• Action
  Get User Profile

  Returns the name, email and id of the Snitcher user the connection belongs to.

• Action
  List Custom Fields

  Returns all custom field definitions set up on organisations in a Snitcher workspace.

• Action
  List Segments

  Returns all segments defined in a Snitcher workspace.

• Action
  List Sessions

  Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.

• Action
  List Workspaces

  Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.

• Action
  Reveal Contact Email

  Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.

• Action
  Search Organisations

  Searches the organisations in a Snitcher workspace using advanced field filters.

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