Connect Concord CLM and Kuration
Integrate Concord CLM with Kuration to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when When a project is created or updated in Kuration
Create Executed Document in Concord CLM when When a project is created or updated in Kuration
List Organizations in Concord CLM when When a project is created or updated in Kuration
List Organization Folders in Concord CLM when When a project is created or updated in Kuration
Find Agreements in Concord CLM when When a project is created or updated in Kuration
Popular Concord CLM + Kuration 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
Kuration
Automatically do this!
Create Project From Builder
List Project Builders
Find Projects
Add Company to Project
List Project Rows
Create Organization in Concord CLM when When a project is created or updated in Kuration
Use this flowCreate Executed Document in Concord CLM when When a project is created or updated in Kuration
Use this flowList Organizations in Concord CLM when When a project is created or updated in Kuration
Use this flowList Organization Folders in Concord CLM when When a project is created or updated in Kuration
Use this flowFind Agreements in Concord CLM when When a project is created or updated in Kuration
Use this flowCreate Project From Builder in Kuration when When a new contract agreement is created in Concord CLM
Use this flowList Project Builders from Kuration when When a new contract agreement is created in Concord CLM
Use this flowFind Projects in Kuration when When a new contract agreement is created in Concord CLM
Use this flowAdd Company to Project in Kuration when When a new contract agreement is created in Concord CLM
Use this flowList Project Rows from Kuration when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Kuration.
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 project is created or updated
Runs the workflow automatically whenever any project is created or updated in the 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 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 Project From Builder
Create a project using a saved builder's configuration and optional form data.
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 Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Kuration 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 Kuration 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 Kuration. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Kuration, and a separate workflow where Kuration 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 Kuration. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Kuration integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
