Connect Concord CLM to Virtualbadge.io

Both apps 35Concord CLM 19Virtualbadge.io 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 credential collection

  Creates a credential collection that groups certificates and badges.

• Action
  Create a Training

  Creates a training in Virtualbadge.io that participants can be added to and issued certificates from.

• Action
  Delete recipient

  Deletes a recipient from a certificate or badge.

• Action
  Get certificate

  Returns a certificate or badge by its ID, including its name, status, issuer, recipient count, dynamic fields and metadata.

• Action
  Get credential collection

  Returns one credential collection by its id, including its name, sharing setting and the credentials in it.

• Action
  Get recipient

  Returns a recipient of a certificate by ID, including their details, email status and certificate links.

• Action
  Get training

  Returns a single training by its ID, including its status, date, trainer, certificates, collections and form details.

• Action
  List certificates

  Returns the certificates and badges in your organisation, newest first, optionally filtered by type, status, shared collection or user access.

• Action
  List credential collections

  Returns the credential collections in your organisation, most recently added first, optionally filtered by shared status or by a user's access.

• Action
  List recipients

  Returns the certificate and badge recipients in your organisation, most recently added first, optionally filtered by certificate, email status, email or a metadata value.

• Action
  List training participants

  Returns the participants of a training, most recently added first, with their status, form answers, dynamic fields and metadata.

• Action
  List trainings

  Returns all trainings in your organisation, with the most recently added first.

• Action
  Revoke recipient

  Revokes a recipient's certificate so it can no longer be validated or distributed. Revocation is final, and the updated recipient is returned.

• Action
  Send email to recipient

  Sends the certificate email to a recipient and returns the updated recipient. Emails cannot be sent to voided, revoked or disabled recipients, and at most 10 times per recipient.

• Action
  Update certificate

  Updates a certificate or badge's description and custom metadata, and returns the updated certificate.

• Action
  Update training

  Updates a draft training's name, date, trainer, certificates, delivery options and forms, and returns the updated training.

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