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Connect Concord CLM and Missive to unlock the power of automation

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How Zapier works

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

Select a trigger from Concord CLM

A trigger is an event that starts your Zap and runs the workflow. For example, with Concord CLM, a trigger could be "Document Fully Approved."

A trigger is the event that kicks off your automated workflow.

Setup an action from Missive

An action is what takes place after the automation is triggered. For example, with Missive, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Concord CLM to Missive

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Concord CLM to Missive 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 Missive 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.

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Document Fully Approved
Triggers when a document is fully approved.
Trigger
Instant
Try It
Signature Provided
Triggers when a participant e-signed the document.
Trigger
Instant
Try It
- 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
New Contact Book
Triggers when a contact book is created.
Trigger
Polling
Try It
- Contact Book
  Required
Trigger
Polling
Try It

- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Author Name
- Author avatar
- Conversation_icon
- Notification_title
  Required
- Notification_body
  Required
- Text
- Color
- Pretext
- Author_name
- Author_link
- Author_icon
- Title
- Title_link
- Image_url
- Attachment_text
- Date
- Footer
- Footer_icon
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write

- Contact_id
  Required
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
Action
Search

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
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact Book
  Required
- Kind
  Required
Trigger
Polling
Try It
- Type
  Required
- Organization
- Comment text contains
Trigger
Instant
Try It
- Subject
- Body
- Account
- From_name
- From_address
- From_phone_number
- name
- address
- Phone number
- Recipient ID
- Recipient username
- name
- address
- name
- address
- Filename
- Base64_data
- Send
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write
- Title
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
Action
Write
- Id
  Required
- Title
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
- State
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Search or write

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 Missive

Email, group chat and tasks for productive teams. One app for all your internal and external communication.

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