Connect Concord CLM to Wicked Reports

Both apps 38Concord CLM 22Wicked Reports 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 comment

  Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.

• 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
  Get agreement PDF

  Downloads the PDF of a Concord agreement.

• 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
  Update agreement metadata

  Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.

• Action
  Add Marketing Cost

  Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.

• Action
  Create Contact

  Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.

• Action
  Create Order

  Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.

• Action
  Create Order Item

  Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.

• Action
  Create Order Payment

  Records a payment, failure or refund against an order in Wicked Reports.

• Action
  Create or Update Product

  Creates a product in Wicked Reports, or updates it if one with the same ID already exists.

• Action
  Get Export Results

  Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.

• Action
  Get Last Updated Date

  Returns the date your Wicked Reports reports are up to.

• Action
  List Saved Views

  Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.

• Action
  Request Clicks Export

  Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Clicks Export

  Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Lookup

  Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.

• Action
  Request Contact Orders Export

  Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Request Contacts Export

  Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.

• Action
  Request Orders Export

  Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Track a Click

  Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.

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