Connect Concord CLM and Microsoft Excel
Integrate Concord CLM with Microsoft Excel to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when When a new contract agreement is created in Concord CLM
Create Spreadsheet in Microsoft-excel when When a new contract agreement is created in Concord CLM
Update Row in Microsoft-excel when When a new contract agreement is created in Concord CLM
Add Row To Table in Microsoft Excel when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Microsoft Excel 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 Excel
Automatically do this!
Find Row
Create Spreadsheet
Update Row
Add Row To Table
Find Row in Microsoft-excel when When a new contract agreement is created in Concord CLM
Use this flowCreate Spreadsheet in Microsoft-excel when When a new contract agreement is created in Concord CLM
Use this flowUpdate Row in Microsoft-excel when When a new contract agreement is created in Concord CLM
Use this flowAdd Row To Table in Microsoft Excel when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Microsoft Excel.
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.
Find Row
Find a Row in a table by column and value
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 Excel 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 Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Microsoft Excel 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 Excel 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 Excel. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Microsoft Excel, and a separate workflow where Microsoft Excel 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 Excel. 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 Excel integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
