Connect Concord CLM and Cardly
Integrate Concord CLM with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Invite User to Account on Cardly when When a new contract agreement is created in Concord CLM
Create a Contact List in Cardly when When a new contract agreement is created in Concord CLM
Create a Contact in Cardly when When a new contract agreement is created in Concord CLM
Delete a Contact in Cardly when When a new contract agreement is created in Concord CLM
Revoke User Access in Cardly when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Cardly 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
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Invite User to Account on Cardly when When a new contract agreement is created in Concord CLM
Use this flowCreate a Contact List in Cardly when When a new contract agreement is created in Concord CLM
Use this flowCreate a Contact in Cardly when When a new contract agreement is created in Concord CLM
Use this flowDelete a Contact in Cardly when When a new contract agreement is created in Concord CLM
Use this flowRevoke User Access in Cardly when When a new contract agreement is created in Concord CLM
Use this flowSend a Card via Cardly when When a new contract agreement is created in Concord CLM
Use this flowSynchronize a Contact with Cardly when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when Automation Order Cancelled in Cardly
Use this flowCreate Executed Document in Concord CLM when Automation Order Cancelled in Cardly
Use this flowList Organizations in Concord CLM when Automation Order Cancelled in Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Cardly.
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.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Contact Undeliverable as Addressed Notification
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
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.
Invite User to Account
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
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 Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Cardly 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 Cardly 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 Cardly. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Cardly, and a separate workflow where Cardly 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 Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
