Connect Concord CLM and SOS Inventory

Both apps 54Concord CLM 19SOS Inventory 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
  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 Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate
• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Item
• Trigger
  New Purchase Order

  Triggers when a new purchase order is created.

• Trigger
  New Sales Order

  Triggers when a new sales order is created.

• Trigger
  New Sales Receipt

  Triggers when a new sales receipt is created.

• Trigger
  New Shipment

  Triggers when a new shipment is created.

• Trigger
  New Vendor
• Trigger
  Updated Item Quantity

  Triggers when an item quantity is updated.

• Action
  Add estimate

  /api/v2/estimate. Creates an estimate.

• Action
  Add inventory adjustment

  /api/v2/adjustment. Creates an inventory adjustment.

• Action
  Add invoice

  /api/v2/invoice. Creates an invoice.

• Action
  Add item

  /api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.).

• Action
  Add purchase order

  /api/v2/purchaseorder. Creates a purchase order.

• Action
  Add transfer

  /api/v2/transfer. Creates an inventory transfer between locations.

• Action
  Add vendor

  /api/v2/vendor. Creates a vendor.

• Action
  Create Customer

  Creates a new customer

• Action
  Create Sales Order

  Creates a new sales order

• Action
  Create Sales Receipt

  Creates a new sales receipt

• Action
  Find Customer

  Finds a customer

• Action
  Find Sales Order

  Finds a sales order

• Action
  Find vendors

  /api/v2/vendor with query filters. Searches vendors.

• Action
  Get customer

  /api/v2/customer/{id}. Retrieves one customer by id.

• Action
  Get estimate

  Returns one estimate by id, including its lines and custom fields.

• Action
  Get inventory adjustment

  Returns one inventory adjustment by id, including its lines.

• Action
  Get invoice

  Returns one invoice by id.

• Action
  Get item

  /api/v2/item/{id}. Retrieves one item by id.

• Action
  Get purchase order

  Returns one purchase order by id.

• Action
  Get sales order

  /api/v2/salesorder/{id}. Retrieves one sales order.

• Action
  Get sales receipt

  Returns one sales receipt by id, including its lines and custom fields.

• Action
  Get transfer

  Retrieves a single inventory transfer by id, including its from/to locations and lines.

• Action
  List items

  /api/v2/item. Lists items with query filters and paging.

• Action
  Update customer

  /api/v2/customer/{id}. Updates a customer; requires syncToken.

• Action
  Update sales order

  /api/v2/salesorder/{id}. Updates a sales order; requires syncToken.

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