Connect Concord CLM and Typeform

Both apps 40Concord CLM 19Typeform 21

• 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
  New Form Response

  Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.

• Action
  Create Form

  Create a new form. Provide the full form definition object (title, fields, etc.).

• Action
  Create or Update Webhook

  Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.

• Action
  Create Theme

  Create a new theme (name, colors, font, etc.).

• Action
  Create Workspace

  Create a new workspace with the given name.

• Action
  Delete Form

  Permanently delete a form by its form ID.

• Action
  Delete Theme

  Delete a theme by its ID.

• Action
  Delete Webhook

  Delete a webhook from a form by its tag.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Get Account

  Retrieve the authenticated user's account/profile (/me).

• Action
  Get Form

  Retrieve a single form definition by its form ID.

• Action
  Get Theme

  Retrieve a single theme by its ID.

• Action
  Get Webhook

  Retrieve a single webhook on a form by its tag.

• Action
  Get Workspace

  Retrieve a single workspace by ID.

• Action
  List Forms

  Retrieve all forms in your Typeform account (paginated).

• Action
  List Images

  Retrieve all images in your account image library.

• Action
  List Responses

  Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).

• Action
  List Themes

  Retrieve all themes in your account (paginated).

• Action
  List Webhooks

  List all webhooks configured on a form.

• Action
  List Workspaces

  Retrieve all workspaces in your account (paginated).

• Action
  Update Form

  Replace an existing form definition (full PUT) by form ID.

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