Connect Concord CLM and Altoviz
Integrate Concord CLM with Altoviz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a Sales Invoice in Altoviz when When a new contract agreement is created in Concord CLM
Find Settings in Altoviz when When a new contract agreement is created in Concord CLM
Find a Product in Altoviz when When a new contract agreement is created in Concord CLM
Find a Customer in Altoviz when When a new contract agreement is created in Concord CLM
Find a Contact in Altoviz when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Altoviz 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
Altoviz
Automatically do this!
Find a Sales Invoice
Find Settings
Find a Product
Find a Customer
Find a Contact
Create a Contact
Create a Product
Find a Sales Invoice in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowFind Settings in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowFind a Product in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowFind a Customer in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowFind a Contact in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowCreate a Contact in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowCreate a Product in Altoviz when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Altoviz.
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 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.
Find a Sales Invoice
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
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 Altoviz
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Altoviz 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 Altoviz 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 Altoviz. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Altoviz, and a separate workflow where Altoviz 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 Altoviz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Altoviz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
