Connect Concord CLM and JustCall
Integrate Concord CLM with JustCall to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete a Contact From Sales Dialer Campaign in JustCall when When a new contract agreement is created in Concord CLM
Get all Threads from JustCall when When a new contract agreement is created in Concord CLM
Search Calls Details in Justcall when When a new contract agreement is created in Concord CLM
Create an Appointment in JustCall when When a new contract agreement is created in Concord CLM
List all templates from JustCall when When a new contract agreement is created in Concord CLM
Popular Concord CLM + JustCall 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
JustCall
Automatically do this!
Create a Contact
Find a Contact
Check for Text Replies
Update a Contact
Add a Contact to Sales Dialer Campaign
Delete a Contact From Sales Dialer Campaign
Find a Contact in Sales Dialer
Get all Campaigns
Send a Multimedia Text Message
Send Text Message
Get all Threads
Search Threads
List All Webhooks
Search Campaign
Search User
Search Campaign Contacts
Create Campaign
Search Calls Details
Create an Appointment
List all templates
Delete a Contact From Sales Dialer Campaign in JustCall when When a new contract agreement is created in Concord CLM
Use this flowGet all Threads from JustCall when When a new contract agreement is created in Concord CLM
Use this flowSearch Calls Details in Justcall when When a new contract agreement is created in Concord CLM
Use this flowCreate an Appointment in JustCall when When a new contract agreement is created in Concord CLM
Use this flowList all templates from JustCall when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when Call Updated in Justcall
Use this flowCreate Executed Document in Concord CLM when Call Updated in Justcall
Use this flowList Organizations in Concord CLM when Call Updated in Justcall
Use this flowList Organization Folders in Concord CLM when Call Updated in Justcall
Use this flowFind Agreements in Concord CLM when Call Updated in Justcall
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and JustCall.
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.
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
Call Ended
Triggers when a call is ended.
New Text Sent/Received
Triggers when a new text is sent or received.
Call Completed
Triggers when a call
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 a Contact
Create a new Contact.
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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and JustCall 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 JustCall 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 JustCall. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in JustCall, and a separate workflow where JustCall 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 JustCall. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and JustCall integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
