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Concord CLM + Microsoft Teams

Send channel messages in Microsoft Teams for new fully signed Concord CLM documents

Looking for a way to notify your team when a document has been approved? Use this template to send a channel message in Microsoft Teams—including a link to the document—whenever a new Concord CLM document is fully signed.

Looking for a way to notify your team when a document has been approved? Use this template to send a channel message in Microsoft Teams—including a link to the document—whenever a new Concord CLM document is fully signed.

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

    Triggers when document has been signed by all parties.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    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
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    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.
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Related categories

  • Signatures
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