Connect Concord CLM and Cody.ai
Integrate Concord CLM with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Getcody when When a new contract agreement is created in Concord CLM
Create Document from Webpage in Getcody when When a new contract agreement is created in Concord CLM
Delete Document in Getcody when When a new contract agreement is created in Concord CLM
Create Folder in Getcody when When a new contract agreement is created in Concord CLM
Create Conversation in Getcody when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Cody.ai 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
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Create Document in Getcody when When a new contract agreement is created in Concord CLM
Use this flowCreate Document from Webpage in Getcody when When a new contract agreement is created in Concord CLM
Use this flowDelete Document in Getcody when When a new contract agreement is created in Concord CLM
Use this flowCreate Folder in Getcody when When a new contract agreement is created in Concord CLM
Use this flowCreate Conversation in Getcody when When a new contract agreement is created in Concord CLM
Use this flowSend Message in Getcody when When a new contract agreement is created in Concord CLM
Use this flowUpdate Conversation in Cody.ai when When a new contract agreement is created in Concord CLM
Use this flowDelete Conversation in Getcody when When a new contract agreement is created in Concord CLM
Use this flowUpdate Folder in getCody.ai when When a new contract agreement is created in Concord CLM
Use this flowUpload File in Getcody when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Cody.ai.
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 Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
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
Uploads text content to a new document in your knowledge base.
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Cody.ai 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 Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Cody.ai, and a separate workflow where Cody.ai 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 Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
