Connect Concord CLM and ActiveTrail
Integrate Concord CLM with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when Contact Updated in ActiveTrail
Create Executed Document in Concord CLM when Contact Updated in ActiveTrail
List Organizations in Concord CLM when Contact Updated in ActiveTrail
List Organization Folders in Concord CLM when Contact Updated in ActiveTrail
Find Agreements in Concord CLM when Contact Updated in ActiveTrail
Popular Concord CLM + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Create Organization in Concord CLM when Contact Updated in ActiveTrail
Use this flowCreate Executed Document in Concord CLM when Contact Updated in ActiveTrail
Use this flowList Organizations in Concord CLM when Contact Updated in ActiveTrail
Use this flowList Organization Folders in Concord CLM when Contact Updated in ActiveTrail
Use this flowFind Agreements in Concord CLM when Contact Updated in ActiveTrail
Use this flowCreate Organization in Concord CLM when Contact Unsubscribed in Activetrail
Use this flowCreate Executed Document in Concord CLM when Contact Unsubscribed in Activetrail
Use this flowList Organizations in Concord CLM when Contact Unsubscribed in Activetrail
Use this flowList Organization Folders in Concord CLM when Contact Unsubscribed in Activetrail
Use this flowFind Agreements in Concord CLM when Contact Unsubscribed in Activetrail
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and ActiveTrail.
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.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Do thisActions
Action is the task that follows automatically within your Concord CLM integrations.
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.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Delete a Group
Delete a Group by ID
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 Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and ActiveTrail 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 Concord CLM and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in Concord CLM . 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 Concord CLM and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
