Connect Concord CLM and Micro
Integrate Concord CLM with Micro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Concord CLM + Micro 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
Micro
Automatically do this!
Create Contact
Supported Triggers & Actions
Everything you can automate between Concord CLM and Micro.
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.
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
Add a contact using an email and optional details like name, title, phone, social profiles, location, status, and custom fields.
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 Micro
Micro is an AI-powered agent and everything app that unifies email, messaging, CRM, meetings, tasks, and documents in one workspace. It connects to Gmail, Slack, LinkedIn, calendars, and 1000+ tools so the agent can understand context, automate follow-ups, triage inboxes, enrich contacts, summarize meetings, update records, and even spin up custom mini‑apps and workflows. Available on web and iOS with iMessage and Slack access, plus developer APIs and enterprise-grade security.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Micro 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 Micro 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 Micro. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Micro, and a separate workflow where Micro 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 Micro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Micro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
