Concord CLM + Google Sheets
Create spreadsheet rows in Google Sheets for fully signed documents in Concord CLM
Simplify your record-keeping process with this automation that helps streamline your contract management tasks. When a contract has been fully signed in Concord CLM, this workflow instantly creates a new row in your Google Sheets, providing a practical and efficient solution for contract monitoring. Avoid manual data entry and improve accuracy, ensuring all your contracts are well-documented and easy to track.
Simplify your record-keeping process with this automation that helps streamline your contract management tasks. When a contract has been fully signed in Concord CLM, this workflow instantly creates a new row in your Google Sheets, providing a practical and efficient solution for contract monitoring. Avoid manual data entry and improve accuracy, ensuring all your contracts are well-documented and easy to track.
- When this happens...Document Fully Signed
Triggers when document has been signed by all parties.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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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