Connect Concord CLM and JobNimbus
Integrate Concord CLM with JobNimbus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Jobnimbus when When a new contract agreement is created in Concord CLM
List All Contacts from JobNimbus when When a new contract agreement is created in Concord CLM
Create Job in JobNimbus when When a new contract agreement is created in Concord CLM
Find Contact by ID in JobNimbus when When a new contract agreement is created in Concord CLM
List All Jobs from JobNimbus when When a new contract agreement is created in Concord CLM
Popular Concord CLM + JobNimbus 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
JobNimbus
Automatically do this!
Create Contact
List All Contacts
Create Job
Find Contact by ID
List All Jobs
List All Tasks
List All Activities
List All Products
List All Estimates
List All Invoices
List All Payments
List All Users
Create Attachment
Update Task
Create Task
Create Activity
Create Product
Create a File Type
Create a Task Type
Update Job
Delete Contact
Delete Job
Delete Task
Create Contact in Jobnimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Contacts from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowCreate Job in JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowFind Contact by ID in JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Jobs from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Tasks from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Activities from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Products from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Estimates from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowList All Invoices from JobNimbus when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and JobNimbus.
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.
Task Created Modified or Deleted
Trigger when a new task is created, modified or deleted.
New Estimate
Trigger when New Estimate is created.
Invoice Sent
Trigger when a invoice status is changed to sent.
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 Contact
create a new contact within JobNimbus.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and JobNimbus 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 JobNimbus 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 JobNimbus. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in JobNimbus, and a separate workflow where JobNimbus 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 JobNimbus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and JobNimbus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
