Connect Concord CLM to Zenoti

Both apps 34Concord CLM 19Zenoti 15

• 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 booking

  Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot.

• Action
  Add Employee Security Role

  Assigns a security role to a Zenoti employee for a center, zone, or the organization.

• Action
  Add Notes to an Opportunity

  Adds a note to an existing opportunity in Zenoti.

• Action
  Create Employee

  Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information.

• Action
  Create Employee Blockout

  Creates a blockout time (such as a lunch break) on an employee's schedule at a center.

• Action
  Create Guest

  Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id.

• Action
  Delete Employee Blockout

  Permanently deletes a blockout time from an employee's schedule.

• Action
  List appointments of a guest

  Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments.

• Action
  List centers

  Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details.

• Action
  List employees

  Returns the employees who are active in a Zenoti center on a given date.

• Action
  List services

  Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given).

• Action
  Merge guests

  Merges one or more duplicate guest records into a target guest in Zenoti.

• Action
  Search for a Guest

  Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization.

• Action
  Search Guest by ID

  Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details.

• Action
  Update Employee Blockout

  Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence.

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