Connect Concord CLM and timelink

Both apps 46Concord CLM 19timelink 27

• 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
  Deleted Time Entry

  Triggers when a time entry is deleted.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a new client in timelink.

• Action
  Create Project

  Creates a new project in timelink, optionally assigned to a client.

• Action
  Create Service

  Creates a new service (a type of work you track time against) in timelink.

• Action
  Create Time Entry

  Creates a time entry for a user in timelink, optionally linked to a client, project and service.

• Action
  Delete client

  Deletes a client in timelink.

• Action
  Delete project

  Deletes a project in timelink.

• Action
  Delete service

  Deletes a service in timelink.

• Action
  Delete time entry

  Deletes a time entry from timelink.

• Action
  Find Client

  Finds clients whose details match the search text, optionally filtered by active status or ids.

• Action
  Find Project

  Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.

• Action
  Find Service

  Searches your timelink services by text, for example part of the service name, and returns the matching services.

• Action
  Find Time Entry

  Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.

• Action
  Get client

  Returns a single client by its ID.

• Action
  Get project

  Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.

• Action
  Get service

  Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.

• Action
  Get time entry

  Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.

• Action
  Get user

  Returns a single timelink user by ID, including name, email, active status, timezone and language.

• Action
  List clients

  Returns the clients in your timelink account, optionally filtered by search text or active status.

• Action
  List services

  Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.

• Action
  List users

  Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.

• Action
  Update Client

  Updates an existing client in timelink. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.

• Action
  Update Service

  Updates an existing service in timelink, such as its name, color, billable or active status.

• Action
  Update Time Entry

  Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.

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