Connect Concord CLM and Digest by Zapier to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Append Entry and Schedule Digest" in Digest by Zapier.

You’re connected!

Zapier seamlessly connects Concord CLM and Digest by Zapier, automating your workflow.

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
- Digest
  Required
- Delete Digest on Release
Action
Write
- Digest
  Required
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
- Title
  Required
- Entry
  Required
- Frequency
  Required
- Zap_step_id
Action
Write
- Copy_1
- Copy_2
- Copy_3
- Digest Name Prefix
- Digest Name Postfix
- Digest Name Contains
- Digest Name Exact Match
- If none of the filters are provided, remove all digests?
  Required
- Throw an error if a digest could not be deleted?
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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

Connect Concord CLM and Digest by Zapier 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.

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.

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.

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.

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.

Make work flow with AI

Level up your Concord CLM to Digest by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Concord CLM

Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.

HelpHelp

Related categories

Signatures

About Digest by Zapier

Digest captures info from multiple events in your workflows and collects them in a single easily consumed summary that can be sent to any app.

Learn moreLearn moreHelpHelp