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Start with a template that brings Concord CLM and OneDrive together. Build enterprise-grade automation in minutes.
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How Zapier works
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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 "Copy File or Folder" in OneDrive.
You’re connected!
Zapier seamlessly connects Concord CLM and OneDrive, 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.
Try ItTriggerInstant - Signature Provided
Triggers when a participant e-signed the document.
Try ItTriggerInstant - Concord OrganizationRequired
- Concord TemplateRequired
- Document TitleRequired
- Share with people
- Invitation subject (1 to 120 characters)
- Invitation message (3 to 4000 characters)
ActionWrite- Folder
- Include Shared Files
Try ItTriggerPolling
- Document Expired
Triggers when a document is expired.
Try ItTriggerInstant - Document Fully Signed
Triggers when document has been signed by all parties.
Try ItTriggerInstant - Folder
- Include Shared Files
Try ItTriggerPolling- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
ActionWrite
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