Connect Concord CLM and Manifestly Checklists
Integrate Concord CLM with Manifestly Checklists to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Run Workflow in Manifestly when When a new contract agreement is created in Concord CLM
Get Workflow Details from Manifestly Checklists when When a new contract agreement is created in Concord CLM
Add Workflow Step in Manifestly when When a new contract agreement is created in Concord CLM
Create or Update a Workflow in Manifestly Checklists when When a new contract agreement is created in Concord CLM
Update a Run in Manifestly when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Manifestly Checklists 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
Manifestly Checklists
Automatically do this!
Create Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
Create Run Workflow in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowGet Workflow Details from Manifestly Checklists when When a new contract agreement is created in Concord CLM
Use this flowAdd Workflow Step in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowCreate or Update a Workflow in Manifestly Checklists when When a new contract agreement is created in Concord CLM
Use this flowUpdate a Run in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowList Active Workflows in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowList Archived Workflows in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowList Runs from Manifestly Checklists when When a new contract agreement is created in Concord CLM
Use this flowList Users in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowList Departments in Manifestly when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Manifestly Checklists.
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 Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
Run started
Triggers when the workflow is started.
Run late
Triggers when the workflow is late.
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 Run Workflow
Creates a run of a workflow.
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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Manifestly Checklists, and a separate workflow where Manifestly Checklists 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 Manifestly Checklists. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Manifestly Checklists integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
