Connect Concord CLM and Callingly
Integrate Concord CLM with Callingly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Callingly when When a new contract agreement is created in Concord CLM
Call Lead via Callingly when When a new contract agreement is created in Concord CLM
Schedule Call with Callingly when When a new contract agreement is created in Concord CLM
Create Team in Callingly when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Callingly 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
Callingly
Automatically do this!
Create Client
Call Lead
Schedule Call
Create Team
Create Client in Callingly when When a new contract agreement is created in Concord CLM
Use this flowCall Lead via Callingly when When a new contract agreement is created in Concord CLM
Use this flowSchedule Call with Callingly when When a new contract agreement is created in Concord CLM
Use this flowCreate Team in Callingly when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Callingly.
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.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
Do thisActions
Action is the task that follows automatically within your Concord CLM integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Callingly 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 Callingly 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 Callingly. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Callingly, and a separate workflow where Callingly 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 Callingly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Callingly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
