Connect Concord CLM and Microsoft Teams
Integrate Concord CLM with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Channel Message in Microsoft Teams when When a new contract agreement is created in Concord CLM
Create Channel in Microsoft Teams when When a new contract agreement is created in Concord CLM
Create Private Channel in Microsftteams when When a new contract agreement is created in Concord CLM
Reply to Channel Message in Microsftteams when When a new contract agreement is created in Concord CLM
Send Chat Message on Microsoft Teams when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Microsoft Teams 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
Microsoft Teams
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
Send Channel Message in Microsoft Teams when When a new contract agreement is created in Concord CLM
Use this flowCreate Channel in Microsoft Teams when When a new contract agreement is created in Concord CLM
Use this flowCreate Private Channel in Microsftteams when When a new contract agreement is created in Concord CLM
Use this flowReply to Channel Message in Microsftteams when When a new contract agreement is created in Concord CLM
Use this flowSend Chat Message on Microsoft Teams when When a new contract agreement is created in Concord CLM
Use this flowGet all Chats in Microsftteams when When a new contract agreement is created in Concord CLM
Use this flowGet all Teams in Microsftteams when When a new contract agreement is created in Concord CLM
Use this flowGet all Catalog in Microsftteams when When a new contract agreement is created in Concord CLM
Use this flowGet all Deleted Teams from Microsoft Teams when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Channel Message in Microsftteams
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Microsoft Teams.
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 Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
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.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
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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Learn how to automate Concord CLM and Microsoft Teams workflows.
Learn how to automate Concord CLM and Microsoft Teams workflows.
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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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams 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 Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
