Connect BoardCRM and Concord CLM
Integrate BoardCRM with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BoardCRM + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
BoardCRM
When this happens...
- Request a new Trigger for BoardCRM
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
Supported Triggers & Actions
Everything you can automate between BoardCRM and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn moreSimilar apps
About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Concord CLM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BoardCRM and Concord CLM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Concord CLM . No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in BoardCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BoardCRM and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Concord CLM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
