Connect Concord CLM and OneHash CRM
Integrate Concord CLM with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create new lead in OneHash CRM when When a new contract agreement is created in Concord CLM
Update lead details in OneHash CRM when When a new contract agreement is created in Concord CLM
Create a record in OneHash CRM when When a new contract agreement is created in Concord CLM
Find Or Create Lead in OneHash CRM when When a new contract agreement is created in Concord CLM
Create Organization in Concord CLM when New Record in OneHash CRM
Popular Concord CLM + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create new lead in OneHash CRM when When a new contract agreement is created in Concord CLM
Use this flowUpdate lead details in OneHash CRM when When a new contract agreement is created in Concord CLM
Use this flowCreate a record in OneHash CRM when When a new contract agreement is created in Concord CLM
Use this flowFind Or Create Lead in OneHash CRM when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Record in OneHash CRM
Use this flowCreate Executed Document in Concord CLM when New Record in OneHash CRM
Use this flowList Organizations in Concord CLM when New Record in OneHash CRM
Use this flowList Organization Folders in Concord CLM when New Record in OneHash CRM
Use this flowFind Agreements in Concord CLM when New Record in OneHash CRM
Use this flowCreate Organization in Concord CLM when record is created or updated in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and OneHash CRM.
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 Record
runs when new record is created
record is created or updated
runs when record is created or updated
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 new lead
Create a new lead in OneHash CRM
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
Top Real-World Use Cases of OneHash CRM You Can Automate with viaSocket
Discover how viaSocket automates OneHash CRM with no-code integrations to Slack, Razorpay, Zendesk, HubSpot, and Google Sheets, plus five real-use cases.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Concord CLM and OneHash CRM free
No credit card required. Set up your first workflow in minutes.
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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
