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.
- When this happens...Document Fully Signed
Triggers when document has been signed by all parties.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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Document Fully Approved
Triggers when a document is fully approved.
Try ItSignature Provided
Triggers when a participant e-signed the document.
Try ItConcord OrganizationRequired
Concord TemplateRequired
Document TitleRequired
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Invitation subject (1 to 120 characters)
Invitation message (3 to 4000 characters)
No Team Drive
SpreadsheetRequired
WorksheetRequired
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