Connect Concord CLM and TRAFFIT

Both apps 48Concord CLM 22TRAFFIT 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
  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
  Candidate Added

  Triggers when a new candidate is added in Traffit.

• Trigger
  Candidate Moved to Stage

  Triggers when a candidate is moved to another stage of a job in Traffit.

• Trigger
  CRM Contact Person Added

  Triggers when a new CRM contact person is added in Traffit.

• Trigger
  CRM Contact Person Updated

  Triggers when a CRM contact person is updated in Traffit.

• Trigger
  New Candidate in a Job

  Triggers when a new candidate appears in a job in Traffit.

• Trigger
  New Job Created

  Triggers when a new job is created in Traffit.

• Action
  Add Candidate Note

  Adds a note to a candidate in Traffit.

• Action
  Add Candidate to a Job

  Adds a candidate to a job (recruitment) in Traffit.

• Action
  Add job

  Creates a new job (recruitment) in Traffit for a client.

• Action
  Add tags to candidate

  Adds one or more existing tags to a candidate in Traffit.

• Action
  Create Candidate

  Creates a new candidate in Traffit.

• Action
  Create CRM Contact Person

  Creates a new CRM contact person in Traffit.

• Action
  Find Candidate

  Finds candidates in Traffit by email or last name.

• Action
  Find Client

  Returns a client company in Traffit by its ID.

• Action
  Get candidate

  Returns a single candidate by ID or GUID, including their custom fields.

• Action
  Get client

  Returns a single client (company) by its ID, including its custom fields.

• Action
  Get job

  Returns a single job (recruitment) by its ID, including its client, responsible people and custom fields.

• Action
  List clients

  Returns the clients (companies) in your Traffit account, optionally filtered and sorted.

• Action
  List job states

  Returns the workflow stages (states) of a job, such as New, Video call or Offer, with their ids and order.

• Action
  List users

  Returns the users (recruiters and team members) in your Traffit account.

• Action
  Move candidate to job state

  Moves a candidate in a job to a specific stage of that job's workflow.

• Action
  Reject candidate in job

  Rejects a candidate in a job, moving them to the chosen rejection stage.

• Action
  Update candidate

  Updates selected fields on an existing candidate in Traffit; blank fields are left unchanged.

• Action
  Update client

  Updates selected fields on an existing client (company) in Traffit. Fields left blank are not changed.

• Action
  Update CRM Contact Person

  Updates the fields you supply on an existing CRM contact person in Traffit.

• Action
  Update job

  Updates selected fields on an existing job (recruitment) in Traffit, such as its title, client or workflow.

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