Connect Concord CLM and Cin7 Core
Integrate Concord CLM with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Cin7 Core when When a new contract agreement is created in Concord CLM
Update Customer in Cin7 Core when When a new contract agreement is created in Concord CLM
Find Products in Cin7 Core when When a new contract agreement is created in Concord CLM
Create Purchase Order in Cin7 Core when When a new contract agreement is created in Concord CLM
List Purchases from Cin7 Core when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Cin7 Core 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
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Create Customer in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowUpdate Customer in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowFind Products in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowCreate Purchase Order in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowList Purchases from Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowAdd Supplier to Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowUpdate Supplier in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowCreate Lead in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowFind Sales in Cin7 Core when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when When a new sale is created in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Cin7 Core.
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.
When a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
When a product's available stock level changes
Runs the workflow automatically whenever any product's available stock level changes in the account.
When a sales invoice is authorised
Runs the workflow automatically whenever any sales invoice is authorised in the account.
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 in the organization.
Create Document From Template
Create a draft document from a template and optionally invite reviewers by email.
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.
Create Customer
Remove Default contact toggle and set Default: true in perform code
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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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 Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Cin7 Core 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 Cin7 Core 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 Cin7 Core. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Cin7 Core, and a separate workflow where Cin7 Core 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 Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
