Connect Concord CLM and Evoliz
Integrate Concord CLM with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when When a new contract agreement is created in Concord CLM
Create Article in Evoliz when When a new contract agreement is created in Concord CLM
Create Client in Evoliz when When a new contract agreement is created in Concord CLM
Create Contact Client in Evoliz when When a new contract agreement is created in Concord CLM
Create Prospect Contact in Evoliz when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Evoliz 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
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Create Account in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowCreate Article in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowCreate Client in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowCreate Contact Client in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowCreate Prospect Contact in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowCreate Prospect in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowUpdate Article in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowFind Article in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowSend Invoice in Evoliz when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Client in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Evoliz.
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 Client
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
New Invoice
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
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 Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
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 Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Evoliz 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 Evoliz 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 Evoliz. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Evoliz, and a separate workflow where Evoliz 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 Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
