Connect BuildBetter and Concord CLM
Integrate BuildBetter with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when New Call Is Added in BuildBetter
Create Executed Document in Concord CLM when New Call Is Added in BuildBetter
List Organizations in Concord CLM when New Call Is Added in BuildBetter
List Organization Folders in Concord CLM when New Call Is Added in BuildBetter
Find Agreements in Concord CLM when New Call Is Added in BuildBetter
Popular BuildBetter + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
BuildBetter
When this happens...
New Call Is Added
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
Create Organization in Concord CLM when New Call Is Added in BuildBetter
Use this flowCreate Executed Document in Concord CLM when New Call Is Added in BuildBetter
Use this flowList Organizations in Concord CLM when New Call Is Added in BuildBetter
Use this flowList Organization Folders in Concord CLM when New Call Is Added in BuildBetter
Use this flowFind Agreements in Concord CLM when New Call Is Added in BuildBetter
Use this flowGet Call from BuildBetter when When a new contract agreement is created in Concord CLM
Use this flowGet Call Attendees from BuildBetter when When a new contract agreement is created in Concord CLM
Use this flowGet Call Summaries from BuildBetter when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between BuildBetter and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Is Added
Runs when new call is added
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 BuildBetter integrations.
Get Call
Get call details by Call ID.
Get Call Attendees
Get the names and emails of people who attended a specific call.
Get Call Summaries
Get full AI-generated summaries for a specific call.
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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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 BuildBetter
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
Learn more
About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BuildBetter 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 BuildBetter 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 BuildBetter triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in BuildBetter. 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 BuildBetter and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BuildBetter 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.
