Connect Concord CLM and WorkRamp

Both apps 39Concord CLM 19WorkRamp 20

• 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
  Assignment Completed: Challenge

  Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.

• Trigger
  Assignment Completed: Path

  Triggers when a user completes an assignment for the selected path.

• Trigger
  Assignment Completed: Scorm

  Triggers when a user completes an assignment for the chosen SCORM course.

• Trigger
  Assignment Created: Challenge

  Triggers when a user is newly assigned to the selected challenge.

• Trigger
  Assignment Created: Path

  Triggers when a user is assigned to the selected WorkRamp path.

• Trigger
  Assignment Created: Scorm

  Triggers when a user is assigned the selected SCORM course.

• Trigger
  Training Complete

  Triggers when a contact completes a training in your Customer Learning Cloud academy.

• Trigger
  User Created

  Triggers when a new user is created in your WorkRamp enterprise.

• Trigger
  User Deleted

  Triggers when a user in your WorkRamp enterprise is deleted.

• Action
  Add group

  Creates a new group in WorkRamp, optionally with initial member users.

• Action
  Delete contact

  Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.

• Action
  Delete user

  Deletes an existing user from your WorkRamp enterprise.

• Action
  Find User

  Returns the WorkRamp users that match an email address, a name or a custom attribute value.

• Action
  Get contact

  Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.

• Action
  List certifications

  Returns all certifications (badges) set up in your WorkRamp account.

• Action
  List events

  Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.

• Action
  List groups

  Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.

• Action
  List guides

  Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.

• Action
  List paths

  Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.

• Action
  List users

  Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.

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