Connect Concord CLM and CompanyCam
Integrate Concord CLM with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when When a new contract agreement is created in Concord CLM
Create Checklist From Template in CompanyCam when When a new contract agreement is created in Concord CLM
Add Project to CompanyCam when When a new contract agreement is created in Concord CLM
Add Project Label in Companycam when When a new contract agreement is created in Concord CLM
Update Project Notepad in CompanyCam when When a new contract agreement is created in Concord CLM
Popular Concord CLM + CompanyCam 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
CompanyCam
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Add Photo in Companycam when When a new contract agreement is created in Concord CLM
Use this flowCreate Checklist From Template in CompanyCam when When a new contract agreement is created in Concord CLM
Use this flowAdd Project to CompanyCam when When a new contract agreement is created in Concord CLM
Use this flowAdd Project Label in Companycam when When a new contract agreement is created in Concord CLM
Use this flowUpdate Project Notepad in CompanyCam when When a new contract agreement is created in Concord CLM
Use this flowFind or Create Project in Companycam when When a new contract agreement is created in Concord CLM
Use this flowCreate Tag in CompanyCam when When a new contract agreement is created in Concord CLM
Use this flowCreate User in Companycam when When a new contract agreement is created in Concord CLM
Use this flowCreate Group in CompanyCam when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Document in Companycam
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and CompanyCam.
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.
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
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.
Add Photo
Adds a new photo to an existing project
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 CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and CompanyCam 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 CompanyCam 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 CompanyCam. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in CompanyCam, and a separate workflow where CompanyCam 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 CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
