Connect Concord CLM and Flodesk
Integrate Concord CLM with Flodesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Remove Subscriber From Segments in Flodesk when When a new contract agreement is created in Concord CLM
Add Subscriber To Segments in Flodesk when When a new contract agreement is created in Concord CLM
Find Subscriber in Flodesk when When a new contract agreement is created in Concord CLM
Unsubscribe Subscriber from Flodesk when When a new contract agreement is created in Concord CLM
Create Or Update Subscriber in Flodesk when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Flodesk 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
Flodesk
Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List all Segments Colour
List Workflows
Add Existing Subscriber to Workflow
Create custom fields
Create Segment
Remove Subscriber From Segments in Flodesk when When a new contract agreement is created in Concord CLM
Use this flowAdd Subscriber To Segments in Flodesk when When a new contract agreement is created in Concord CLM
Use this flowFind Subscriber in Flodesk when When a new contract agreement is created in Concord CLM
Use this flowUnsubscribe Subscriber from Flodesk when When a new contract agreement is created in Concord CLM
Use this flowCreate Or Update Subscriber in Flodesk when When a new contract agreement is created in Concord CLM
Use this flowList Subscribers from Flodesk when When a new contract agreement is created in Concord CLM
Use this flowList Segments from Flodesk when When a new contract agreement is created in Concord CLM
Use this flowList all Segments Colour in Flodesk when When a new contract agreement is created in Concord CLM
Use this flowList Workflows from Flodesk when When a new contract agreement is created in Concord CLM
Use this flowAdd Existing Subscriber to Workflow in Flodesk when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Flodesk.
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 subscriber is created
Runs the workflow automatically whenever a new subscriber is created in the account.
When a subscriber is added to a segment
Runs the workflow automatically whenever a subscriber is added to a segment.
When a subscriber unsubscribes
Runs the workflow automatically whenever any subscriber unsubscribes.
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.
Remove Subscriber From Segments
Removes a subscriber from specific segments.
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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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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Flodesk 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 Flodesk 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 Flodesk. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Flodesk, and a separate workflow where Flodesk 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 Flodesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Flodesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
