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Zapier makes it easy to integrate Concord CLM with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Fully Approved" from Concord CLM.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects Concord CLM and Formatter by Zapier, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Concord CLM to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Concord CLM and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Document Fully Approved
Triggers when a document is fully approved.
Trigger
Instant
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Signature Provided
Triggers when a participant e-signed the document.
Trigger
Instant
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- Concord Organization
  Required
- Concord Template
  Required
- Document Title
  Required
- Share with people
- Invitation subject (1 to 120 characters)
- Invitation message (3 to 4000 characters)
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Document Expired
Triggers when a document is expired.
Trigger
Instant
Try It
Document Fully Signed
Triggers when document has been signed by all parties.
Trigger
Instant
Try It
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Formatter by Zapier on the Zapier blog

About Concord CLM

Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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