Connect Concord CLM to UpGuard

Both apps 35Concord CLM 19UpGuard 16

• 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.

• Action
  Add vendor questionnaire

  Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.

• Action
  Find a Data Leak

  Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.

• Action
  Find an Identity Breach

  Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.

• Action
  Find a Vendor by Hostname

  Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.

• Action
  Find a Vendor by ID

  Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.

• Action
  Get organization

  Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.

• Action
  List domains

  Returns the domains on your UpGuard account with their status, score, labels and last scan time.

• Action
  List risks

  Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.

• Action
  List vendor questionnaires

  Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.

• Action
  List vendor risks

  Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.

• Action
  List vendors

  Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.

• Action
  List vulnerabilities

  Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.

• Action
  Monitor Vendor

  Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.

• Action
  Stop monitoring vendor

  Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.

• Action
  Update vendor labels

  Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.

• Action
  Update vendor tier

  Assigns a tier to a monitored vendor, or removes its tier when the tier is 0.

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