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Connect Concord CLM and NetSuite to unlock the power of automation

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How Zapier works

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

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Concord CLM
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Concord CLM
1. Choose trigger event
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NetSuite
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NetSuite
2. Choose action
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1. Select the event
Setup
Test
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Concord CLM
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 "Attach Existing File to Record" in NetSuite.

You’re connected!

Zapier seamlessly connects Concord CLM and NetSuite, automating your workflow.

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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 NetSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Concord CLM and NetSuite 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.
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.

triggers, actions, or triggers and actions
  • 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 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
    • Standard or Custom Record Type?
      Required
    • Select a Saved Search
      Required
    Trigger
    Polling
    Try It
  • Concord CLM triggers, actions, and search
    Document Expired

    Triggers when a document is expired.

    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
    • Record Type
      Required
    Trigger
    Polling
    Try It
    • Record Type
      Required
    Trigger
    Polling
    Try It

Learn how to automate NetSuite on the Zapier blog

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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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About NetSuite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
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Related categories
CRM (Customer Relationship Management)

Connect Concord CLM to NetSuite on the world's largest no-code automation platform

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