Put Concord CLM to work with AI and enterprise-grade automation
Automate smarter with Concord CLM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
QuickBooks Online
Accounting
Google Drive
File Management & Storage, Google
Microsoft SharePoint
Microsoft, Team Collaboration
Xero
Accounting
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Webflow
Website Builders
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Egnyte
File Management & Storage
QuickBooks Online
Accounting
Google Drive
File Management & Storage, Google
Microsoft SharePoint
Microsoft, Team Collaboration
Xero
Accounting
Google Sheets
Google, Spreadsheets
Slack
Team Chat
QuickBooks Online
Accounting
Google Drive
File Management & Storage, Google
Microsoft SharePoint
Microsoft, Team Collaboration
Xero
Accounting
Google Sheets
Google, Spreadsheets
Slack
Team Chat
Webflow
Website Builders
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Egnyte
File Management & Storage
Join millions worldwide who automate their work using 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.
Try ItTriggerInstant - Signature Provided
Triggers when a participant e-signed the document.
Try ItTriggerInstant - Concord OrganizationRequired
- Document TitleRequired
- FileRequired
- Folder
ActionWrite
- Document Expired
Triggers when a document is expired.
Try ItTriggerInstant - Document Fully Signed
Triggers when document has been signed by all parties.
Try ItTriggerInstant - Concord OrganizationRequired
- Concord TemplateRequired
- Document TitleRequired
- Share with people
- Invitation subject (1 to 120 characters)
- Invitation message (3 to 4000 characters)
ActionWrite
For builders
Let your AI safely access Concord CLM
Go beyond Zap workflows. Install Zapier in your AI to call Concord CLM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Concord CLM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Concord CLM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Concord CLM connection @ https://zapier.com/fr/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "concord-1", owner: "me" });
await zapier.runAction({
app: 'concord-1',
action: 'agreement_create_executed',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Concord CLM Help & Support
Common questions
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