Connect Concord CLM and FastBill
Integrate Concord CLM with FastBill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Fastbill when When a new contract agreement is created in Concord CLM
Create Invoice in FastBill when When a new contract agreement is created in Concord CLM
Add Payment for Invoice to FastBill when When a new contract agreement is created in Concord CLM
Send Invoice by Email using FastBill when When a new contract agreement is created in Concord CLM
Create Revenue in FastBill when When a new contract agreement is created in Concord CLM
Popular Concord CLM + FastBill 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
FastBill
Automatically do this!
Create Customer
Create Invoice
Add Payment for Invoice
Send Invoice by Email
Create Revenue
Add Payment for Revenue
Create Offer
Search Customer
Search Invoice
Canceling an Invoice
Create Customer in Fastbill when When a new contract agreement is created in Concord CLM
Use this flowCreate Invoice in FastBill when When a new contract agreement is created in Concord CLM
Use this flowAdd Payment for Invoice to FastBill when When a new contract agreement is created in Concord CLM
Use this flowSend Invoice by Email using FastBill when When a new contract agreement is created in Concord CLM
Use this flowCreate Revenue in FastBill when When a new contract agreement is created in Concord CLM
Use this flowAdd Payment for Revenue in FastBill when When a new contract agreement is created in Concord CLM
Use this flowCreate Offer in FastBill when When a new contract agreement is created in Concord CLM
Use this flowSearch Customer in FastBill when When a new contract agreement is created in Concord CLM
Use this flowSearch Invoice in FastBill when When a new contract agreement is created in Concord CLM
Use this flowCanceling an Invoice in FastBill when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and FastBill.
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 Offer
Triggers when a new offer was created within your FastBill account.
New Customer
Triggers when a new customer is created within your FastBill account.
Customer Updated
Triggers when a customer is updated within your FastBill account.
Customer Deleted
Triggers when a customer is deleted within your FastBill account.
New Invoice
Triggers when a new invoice is created within your FastBill 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
Creates a new customer in FastBill.
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 FastBill
FastBill is a cloud app for German invoicing & accounting. Writing offers and invoices, paying your bills or preparing your tax return is easier than ever with FastBill.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and FastBill 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 FastBill 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 FastBill. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in FastBill, and a separate workflow where FastBill 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 FastBill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and FastBill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
