Connect Concord CLM and Agile CRM
Integrate Concord CLM with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Contacts in Agilecrm when When a new contract agreement is created in Concord CLM
List All Companies in Agilecrm when When a new contract agreement is created in Concord CLM
List All Events in Agilecrm when When a new contract agreement is created in Concord CLM
List All Deals in Agilecrm when When a new contract agreement is created in Concord CLM
List All Campaigns in Agilecrm when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Agile CRM 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
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
List All Contacts in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Companies in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Events in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Deals in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Campaigns in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Tracks in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Tickets Filter in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowList All Pending Task in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowCreate Contact in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowCreate Company in Agilecrm when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Agile CRM.
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.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
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.
List All Contacts
Retrieves the list of all contacts
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 Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Agile CRM 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 Agile CRM 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 Agile CRM. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Agile CRM, and a separate workflow where Agile CRM 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 Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
