Connect Concord CLM and Tableau

Both apps 46Concord CLM 22Tableau 24

• 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
  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.

• Action
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

• Trigger
  List extract refresh tasks

  Triggers when a new scheduled extract refresh task is added to your Tableau site.

• Trigger
  New Data Source

  Triggers when a new data source is published to your Tableau site.

• Trigger
  New Job

  Triggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.

• Trigger
  New Project

  Triggers when a new project is created on your Tableau site.

• Trigger
  New User

  Triggers when a new user is added to your Tableau site.

• Trigger
  New Workbook

  Triggers when a new workbook is published to your Tableau site.

• Action
  Add User to Site

  Adds a user to your Tableau site with the given site role.

• Action
  Create Project

  Creates a project on your Tableau site, optionally nested under a parent project.

• Action
  Create Workbook Refresh

  Starts an extract refresh for a workbook and returns the refresh job.

• Action
  Delete Data Source

  Deletes a published data source from your Tableau site.

• Action
  Delete Project

  Deletes a project and the content inside it from your Tableau site.

• Action
  Delete Workbook

  Deletes a workbook from your Tableau site.

• Action
  Find View

  Finds a view (sheet or dashboard) on your Tableau site by its exact name.

• Action
  Find Workbook

  Finds a workbook on your Tableau site by its exact name.

• Action
  Get Data Source

  Returns one published data source's details.

• Action
  Get Job

  Returns the status and progress of a background job such as an extract refresh.

• Action
  Get User

  Returns one user on your Tableau site, including their site role and last sign-in.

• Action
  Get Workbook

  Returns one workbook's details, including its project, owner and link.

• Action
  Refresh Data Source

  Starts an extract refresh for a data source and returns the refresh job.

• Action
  Remove User from Site

  Removes a user from your Tableau site.

• Action
  Run Extract Refresh Task

  Runs a scheduled extract refresh task immediately and returns the started job.

• Action
  Update Project

  Updates a project's name, description or parent project.

• Action
  Update User

  Updates a site user's display name, email or site role.

• Action
  Update Workbook

  Updates a workbook's name, description, project or owner.

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