Connect ClickBank and Concord CLM
Integrate ClickBank with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List ClickBank Orders from ClickBank when When a new contract agreement is created in Concord CLM
Get ClickBank products from ClickBank when When a new contract agreement is created in Concord CLM
Create Organization in Concord CLM when New Transaction Postback from ClickBank
Create Executed Document in Concord CLM when New Transaction Postback from ClickBank
List Organizations in Concord CLM when New Transaction Postback from ClickBank
Popular ClickBank + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickBank
When this happens...
New Transaction Postback
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
List ClickBank Orders from ClickBank when When a new contract agreement is created in Concord CLM
Use this flowGet ClickBank products from ClickBank when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Transaction Postback from ClickBank
Use this flowCreate Executed Document in Concord CLM when New Transaction Postback from ClickBank
Use this flowList Organizations in Concord CLM when New Transaction Postback from ClickBank
Use this flowList Organization Folders in Concord CLM when New Transaction Postback from ClickBank
Use this flowFind Agreements in Concord CLM when New Transaction Postback from ClickBank
Use this flowSupported Triggers & Actions
Everything you can automate between ClickBank and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Transaction Postback
Triggers when ClickBank sends a server-to-server postback for a new event such as an order form impression, purchase, upsell, or combined conversion.
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 ClickBank integrations.
List ClickBank Orders
List or search all orders of ClickBank.
Get ClickBank products
Get products from a ClickBank site.
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.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
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 ClickBank
ClickBank is a global digital retailer and leading affiliate marketplace. Our ecosystem enables our clients to launch, scale and support physical and digital products and connect with affiliates to promote them. We empower entrepreneurs with the freedom to work and live across the globe, fuel their purpose and live the life of their dreams.
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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 ClickBank 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 ClickBank 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 ClickBank triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in ClickBank. 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 ClickBank and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickBank 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.
