Integrate Concord CLM with Benchmark Email to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a contact in Benchmark-email when When a new contract agreement is created in Concord CLM
Update Details of a Survey in Benchmark Email when When a new contract agreement is created in Concord CLM
Update a Contact in Benchmark Email when When a new contract agreement is created in Concord CLM
Create a Segment in Benchmark Email when When a new contract agreement is created in Concord CLM
Delete a survey in Benchmark-email when When a new contract agreement is created in Concord CLM
Start from a real workflow other teams are already running.
Concord CLM
When this happens...
When a new contract agreement is created
Benchmark Email
Automatically do this!
Find a contact
Update Details of a Survey
Update a Contact
Create a Segment
Delete a survey
Delete an Email
Delete a list
Get Web Page Ads Detail
Update status of the survey
Uploading videos
Use Survey Template
Update/Edit Profile
Find a contact in Benchmark-email when When a new contract agreement is created in Concord CLM
Use this flowUpdate Details of a Survey in Benchmark Email when When a new contract agreement is created in Concord CLM
Use this flowUpdate a Contact in Benchmark Email when When a new contract agreement is created in Concord CLM
Use this flowCreate a Segment in Benchmark Email when When a new contract agreement is created in Concord CLM
Use this flowDelete a survey in Benchmark-email when When a new contract agreement is created in Concord CLM
Use this flowDelete an Email from Benchmark Email when When a new contract agreement is created in Concord CLM
Use this flowDelete a list in Benchmark-email when When a new contract agreement is created in Concord CLM
Use this flowGet Web Page Ads Detail in Benchmark-email when When a new contract agreement is created in Concord CLM
Use this flowUpdate status of the survey in Benchmark-email when When a new contract agreement is created in Concord CLM
Use this flowUploading videos in Benchmark-email when When a new contract agreement is created in Concord CLM
Use this flowEverything you can automate between Concord CLM and Benchmark Email.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs the workflow automatically when a new contract agreement is created in Concord.
Action is the task that follows automatically within your Concord CLM integrations.
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create an executed (signed and finalized) document by template or without template in the organization.
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Search an organization's agreements using statuses, advanced filters, and pagination.
Get contact detail by its contact id.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn moreBenchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
Learn moreSign up for a free viaSocket account, then authorize both your Concord CLM and Benchmark Email 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 Benchmark Email 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 Benchmark Email. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Benchmark Email, and a separate workflow where Benchmark Email 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 Benchmark Email. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Benchmark Email integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.