Connect Concord CLM and Apex27
Integrate Concord CLM with Apex27 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when New Contact in Apex27
Create Executed Document in Concord CLM when New Contact in Apex27
List Organizations in Concord CLM when New Contact in Apex27
List Organization Folders in Concord CLM when New Contact in Apex27
Find Agreements in Concord CLM when New Contact in Apex27
Popular Concord CLM + Apex27 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
Apex27
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
Create Organization in Concord CLM when New Contact in Apex27
Use this flowCreate Executed Document in Concord CLM when New Contact in Apex27
Use this flowList Organizations in Concord CLM when New Contact in Apex27
Use this flowList Organization Folders in Concord CLM when New Contact in Apex27
Use this flowFind Agreements in Concord CLM when New Contact in Apex27
Use this flowCreate Organization in Concord CLM when Update Contact in Apex27
Use this flowCreate Executed Document in Concord CLM when Update Contact in Apex27
Use this flowList Organizations in Concord CLM when Update Contact in Apex27
Use this flowList Organization Folders in Concord CLM when Update Contact in Apex27
Use this flowFind Agreements in Concord CLM when Update Contact in Apex27
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Apex27.
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 contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
New Listings
Triggers when a listings 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.
Create Contact
Creates a new contact
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 Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Apex27 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 Apex27 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 Apex27. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Apex27, and a separate workflow where Apex27 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 Apex27. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Apex27 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
