Connect Concord CLM to Voiceflow

Both apps 29Concord CLM 19Voiceflow 10

• 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 knowledge base URL document

  Create a knowledge base document sourced from a URL.

• Action
  Add playbook

  Adds a playbook (a set of instructions that drives an agent toward a goal) to a Voiceflow project environment and returns the created playbook.

• Action
  Delete conversation state

  Deletes the stored conversation state for one user, so their next turn starts the conversation from the beginning.

• Action
  Delete knowledge base document

  Delete a knowledge base document by id.

• Action
  Find transcripts

  Returns up to 20 transcripts (recorded conversations) in a Voiceflow project that match the given session, date range, environment, version and property filters.

• Action
  Send Event to Agent

  Sends a custom event to a Voiceflow agent for a user's conversation, advancing it by one turn, and returns the traces the agent produced in reply.

• Action
  Send Message to Agent

  Sends a user's text message to a Voiceflow agent, advancing the conversation by one turn, and returns the agent's reply.

• Action
  Send message to conversation

  Sends a message into a user's conversation with a Voiceflow agent (a message-type turn) and returns the agent's reply.

• Action
  Start Agent Conversation

  Starts (launches) a conversation with a Voiceflow agent for a user and returns the agent's opening reply.

• Action
  Update conversation variables

  Merge variable values into a user's conversation state.

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