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Concord CLM + Google Sheets

Create Google Sheets spreadsheets from new fully signed Concord CLM documents

Instantly streamline your contract management process with this workflow. When a document is fully signed in Concord CLM, a new spreadsheet is created in Google Sheets. This makes tracking and managing signed documents easier and more efficient, saving you time and minimizing manual entry errors.

Instantly streamline your contract management process with this workflow. When a document is fully signed in Concord CLM, a new spreadsheet is created in Google Sheets. This makes tracking and managing signed documents easier and more efficient, saving you time and minimizing manual entry errors.

  1. When this happens...
    Concord CLMConcord CLM
    Document Fully Signed

    Triggers when document has been signed by all parties.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Concord CLM triggers, actions, and search

    Document Fully Approved

    Triggers when a document is fully approved.

    Trigger
    Instant
    Try It
  • Concord CLM triggers, actions, and search

    Signature Provided

    Triggers when a participant e-signed the document.

    Trigger
    Instant
    Try It
    • Concord OrganizationRequired

    • Concord TemplateRequired

    • Document TitleRequired

    • Share with people

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
  • Concord CLM triggers, actions, and search

    Document Fully Signed

    Triggers when document has been signed by all parties.

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
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About Concord CLM

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

Related categories

  • Signatures
google-sheets logo

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