Connect Concord CLM and LionDesk
Integrate Concord CLM with LionDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in LionDesk when When a new contract agreement is created in Concord CLM
Start Campaign in Liondesk when When a new contract agreement is created in Concord CLM
Update Hotness in LionDesk when When a new contract agreement is created in Concord CLM
Find a Contact in LionDesk when When a new contract agreement is created in Concord CLM
List Campaigns in Liondesk when When a new contract agreement is created in Concord CLM
Popular Concord CLM + LionDesk 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
LionDesk
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Create Contact in LionDesk when When a new contract agreement is created in Concord CLM
Use this flowStart Campaign in Liondesk when When a new contract agreement is created in Concord CLM
Use this flowUpdate Hotness in LionDesk when When a new contract agreement is created in Concord CLM
Use this flowFind a Contact in LionDesk when When a new contract agreement is created in Concord CLM
Use this flowList Campaigns in Liondesk when When a new contract agreement is created in Concord CLM
Use this flowList Contacts from LionDesk when When a new contract agreement is created in Concord CLM
Use this flowList Custom Fields from LionDesk when When a new contract agreement is created in Concord CLM
Use this flowList Sources from LionDesk when When a new contract agreement is created in Concord CLM
Use this flowList Hotnesses from LionDesk when When a new contract agreement is created in Concord CLM
Use this flowList Events from LionDesk when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and LionDesk.
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 Contact
Triggers when a new contact is created in Liondesk.
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
Creates a new contact in Liondesk.
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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and LionDesk 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 LionDesk 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 LionDesk. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in LionDesk, and a separate workflow where LionDesk 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 LionDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and LionDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
