Connect Concord CLM and Microsoft Outlook
Integrate Concord CLM with Microsoft Outlook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when When a new contact is created in Microsoft Outlook
Create Executed Document in Concord CLM when When a new contact is created in Microsoft Outlook
List Organizations in Concord CLM when When a new contact is created in Microsoft Outlook
List Organization Folders in Concord CLM when When a new contact is created in Microsoft Outlook
Find Agreements in Concord CLM when When a new contact is created in Microsoft Outlook
Popular Concord CLM + Microsoft Outlook 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 Outlook
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Cancel Calendar Event
Send Email
Update Contact
Find Contacts
Get User Details
List Contact Folders
List Messages
List Events
List Contacts
List Mail Folders
Get Mail Folder Changes
Get Email Attachments
Forward Email
Move Email to Folder
Mark Email as Read or Unread
Flag Email
Create Organization in Concord CLM when When a new contact is created in Microsoft Outlook
Use this flowCreate Executed Document in Concord CLM when When a new contact is created in Microsoft Outlook
Use this flowList Organizations in Concord CLM when When a new contact is created in Microsoft Outlook
Use this flowList Organization Folders in Concord CLM when When a new contact is created in Microsoft Outlook
Use this flowFind Agreements in Concord CLM when When a new contact is created in Microsoft Outlook
Use this flowCreate Organization in Concord CLM when When a new email is received in Microsoft Outlook
Use this flowCreate Executed Document in Concord CLM when When a new email is received in Microsoft Outlook
Use this flowList Organizations in Concord CLM when When a new email is received in Microsoft Outlook
Use this flowList Organization Folders in Concord CLM when When a new email is received in Microsoft Outlook
Use this flowFind Agreements in Concord CLM when When a new email is received in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Microsoft Outlook.
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.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
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
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
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 Outlook 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 Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Microsoft Outlook 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 Outlook 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 Outlook. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook 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 Outlook. 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 Outlook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
