Connect Concord CLM and Vapi

Both apps 43Concord CLM 19Vapi 24

• 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 Assistant

  Triggers when a new assistant is created in your Vapi organization.

• Trigger
  New Call

  Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number.

• Trigger
  New File

  Triggers when a new file is uploaded to your Vapi account.

• Action
  Add assistant

  Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior.

• Action
  Add phone number

  Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record.

• Action
  Add squad

  Creates a squad: a group of assistants that hand a call off to one another, starting with the first member.

• Action
  Add tool

  Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls.

• Action
  Create Call

  Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call.

• Action
  Create Chat

  Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages.

• Action
  Delete assistant

  Deletes an assistant from your Vapi account and returns the deleted assistant.

• Action
  Delete Call Data

  Deletes a call and its data, including recordings, and returns the deleted call.

• Action
  Delete Chat

  Deletes a chat from your Vapi account and returns the deleted chat's details.

• Action
  Delete File

  Deletes a file from your Vapi account.

• Action
  Find Call

  Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls.

• Action
  Get assistant

  Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message.

• Action
  Get file

  Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL.

• Action
  List assistants

  Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated.

• Action
  List chats

  Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date.

• Action
  List files

  Returns the files uploaded to your Vapi account, optionally filtered by purpose.

• Action
  List phone numbers

  Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated.

• Action
  List tools

  Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated.

• Action
  Update Call

  Updates the name of an existing Vapi call.

• Action
  Update phone number

  Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings.

• Action
  Upload File

  Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record.

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