Full list

Supported Triggers & Actions

Everything you can automate between Concord CLM and Avaza.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new contract agreement is created

When a new contract agreement is created

Runs the workflow automatically when a new contract agreement is created in Concord.

Invoice Sent

Invoice Sent

Triggers when a new Invoice is sent.

New Company

New Company

Triggers when a new contact Company is created.

New Contact

New Contact

Triggered when a new company contact is created.

New Project

New Project

Triggers when a new Project is created.

New Task

New Task

Trigger when a new task is created.

Do thisActions

Action is the task that follows automatically within your Concord CLM integrations.

Create Organization

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 Executed Document

Create an executed (signed and finalized) document by template or without template in the organization.

List Organizations

List Organizations

Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.

List Organization Folders

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

Find Agreements

Search an organization's agreements using statuses, advanced filters, and pagination.

Get All Projects

Get All Projects

Get an all existing projects.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Avaza
Avaza + Concord CLM
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About Avaza

- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs

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Frequently Asked Questions

How do I connect Concord CLM and Avaza?

Sign up for a free viaSocket account, then authorize both your Concord CLM and Avaza 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Concord CLM and Avaza as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Concord CLM to Avaza?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Avaza. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Concord CLM triggers actions in Avaza, and a separate workflow where Avaza triggers actions in Concord CLM . Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Concord CLM and Avaza. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Concord CLM and Avaza integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.