Connect Concord CLM and Clicksign
Integrate Concord CLM with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Clicksign when When a new contract agreement is created in Concord CLM
Duplicate Document in Clicksign when When a new contract agreement is created in Concord CLM
List Templates from Clicksign when When a new contract agreement is created in Concord CLM
Delete Document in Clicksign when When a new contract agreement is created in Concord CLM
Delete Signatory from Clicksign when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Clicksign 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
Clicksign
Automatically do this!
Create Document
Duplicate Document
List Templates
Delete Document
Delete Signatory
List Documents
Notifications Email
View Document
View Signer
List envelopes
Create Document in Clicksign when When a new contract agreement is created in Concord CLM
Use this flowDuplicate Document in Clicksign when When a new contract agreement is created in Concord CLM
Use this flowList Templates from Clicksign when When a new contract agreement is created in Concord CLM
Use this flowDelete Document in Clicksign when When a new contract agreement is created in Concord CLM
Use this flowDelete Signatory from Clicksign when When a new contract agreement is created in Concord CLM
Use this flowList Documents from Clicksign when When a new contract agreement is created in Concord CLM
Use this flowNotifications Email via Clicksign when When a new contract agreement is created in Concord CLM
Use this flowView Document in Clicksign when When a new contract agreement is created in Concord CLM
Use this flowView Signer in Clicksign when When a new contract agreement is created in Concord CLM
Use this flowList envelopes in Clicksign when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Clicksign.
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.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
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.
Create Document
Request for creating documents at Clicksign via template.
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 Clicksign
Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Clicksign 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 Clicksign 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 Clicksign. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Clicksign, and a separate workflow where Clicksign 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 Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Clicksign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
