Connect Concord CLM and Telebroad

Both apps 59Concord CLM 21Telebroad 38

• 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 Text Messages

  Triggers when a text conversation on your Telebroad numbers gets a new message, sent or received.

• Trigger
  User Call Ended

  Triggers when a call on your Telebroad account ends.

• Action
  Assign Conversation

  Assigns a text conversation to a user.

• Action
  Block Sender

  Blocks a phone number from texting one of your lines.

• Action
  Cancel Scheduled Message

  Cancels a scheduled text message.

• Action
  Create Saved Reply

  Saves a reusable text-message reply.

• Action
  Delete Call Recording

  Deletes the recordings of one leg of a call.

• Action
  Delete Conversation

  Deletes a whole text conversation.

• Action
  Delete Saved Reply

  Deletes a saved text-message reply.

• Action
  Delete Text Message

  Deletes one message from a text conversation.

• Action
  Get Blocked Sender

  Checks whether a phone number is blocked on one of your lines.

• Action
  Get Call

  Returns one call and its details.

• Action
  Get Call Recording

  Returns one recorded leg of a call, with its download link.

• Action
  Get Call Transcripts

  Returns a call's transcripts and AI summary.

• Action
  Get Conversation

  Returns the messages in one text conversation.

• Action
  Get Fax

  Returns one fax and its delivery status.

• Action
  Get My Profile

  Returns the API key's run-as user, with their numbers and phone lines.

• Action
  Get Unread Counts

  Returns how many unread text messages each of your lines has.

• Action
  List Agent Sessions

  Returns call-center agents' sign-in and pause sessions.

• Action
  List Blocked Senders

  Returns the numbers blocked from texting one of your lines.

• Action
  List Call Recordings

  Returns the recordings of a call.

• Action
  List Conversations

  Returns the text-message conversations in your inbox, newest first.

• Action
  List Faxes

  Returns your sent and received faxes.

• Action
  List Fax Numbers

  Returns the fax numbers you can send from.

• Action
  List Saved Replies

  Returns your saved text-message replies.

• Action
  List Scheduled Messages

  Returns the text messages scheduled to send from one of your lines.

• Action
  List Texting Numbers

  Returns the Telebroad numbers you can send text messages from.

• Action
  List Users

  Returns every user on your Telebroad account.

• Action
  Mark Conversation Resolved

  Marks a text conversation as handled.

• Action
  Mark Line Read

  Marks every message on a texting number as read.

• Action
  Place Call

  Starts a click-to-call: rings your phone, then connects it to the number you want to call.

• Action
  Reopen Conversation

  Reopens a resolved text conversation.

• Action
  Schedule Text Message

  Schedules a text message to send later from one of your lines.

• Action
  Search Calls

  Searches your call history between two times.

• Action
  Send Fax

  Sends a fax from one of your fax numbers, with an optional cover page.

• Action
  Send Text Message

  Sends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.

• Action
  Unblock Sender

  Unblocks a phone number on one of your lines.

• Action
  Update Saved Reply

  Edits a saved text-message reply.

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