Connect Concord CLM and Sure Send

Both apps 47Concord CLM 21Sure Send 26

• 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
  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 Appointment

  Triggers when a new appointment is created in Sure Send.

• Trigger
  New Call

  Triggers when a new call is logged in Sure Send.

• Trigger
  New Company

  Triggers when a new company is created in Sure Send.

• Trigger
  New Email

  Triggers when an email is sent or received in Sure Send.

• Trigger
  New Lead Assigned

  Triggers when a person is assigned to the chosen user in Sure Send.

• Trigger
  New Note

  Triggers when a new note is added in Sure Send.

• Trigger
  New Person

  Triggers when a new person is created in Sure Send.

• Trigger
  New Task

  Triggers when a new task is created in Sure Send.

• Trigger
  Person Stage Updated

  Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.

• Trigger
  Tag Added to Contact

  Triggers once when the chosen tag is added to a person in Sure Send.

• Trigger
  Updated Person

  Triggers when a person is created or updated in Sure Send.

• Action
  Add Tags to Person

  Adds one or more tags to an existing person in Sure Send.

• Action
  Create Appointment

  Creates an appointment for a person in Sure Send.

• Action
  Create Call

  Logs a phone call with a person in Sure Send.

• Action
  Create Company

  Creates a company in Sure Send.

• Action
  Create Note

  Adds a note to a person in Sure Send.

• Action
  Create Person

  Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.

• Action
  Create Task

  Creates a follow-up task for a person in Sure Send.

• Action
  Find Company

  Finds the first company in Sure Send matching a name, email or phone.

• Action
  Find or Create Company

  Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.

• Action
  Find or Create Person

  Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.

• Action
  Find Person

  Finds the first person in Sure Send matching an email, phone or name.

• Action
  Find Stage

  Finds a pipeline stage in Sure Send by its name.

• Action
  Find Task

  Finds the most recent task for a person in Sure Send.

• Action
  Update Company

  Updates an existing company in Sure Send; only the fields you supply change.

• Action
  Update Person

  Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.

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