Connect Concord CLM and Onsched
Integrate Concord CLM with Onsched to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Appointment in Onsched when When a new contract agreement is created in Concord CLM
Create customer in Onsched when When a new contract agreement is created in Concord CLM
Create Resource in Onsched when When a new contract agreement is created in Concord CLM
Create a booking service in Onsched when When a new contract agreement is created in Concord CLM
Create Organization in Concord CLM when Create Appointment in Onsched
Popular Concord CLM + Onsched 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
Onsched
Automatically do this!
Create Appointment
Create customer
Create Resource
Create a booking service
Create Appointment in Onsched when When a new contract agreement is created in Concord CLM
Use this flowCreate customer in Onsched when When a new contract agreement is created in Concord CLM
Use this flowCreate Resource in Onsched when When a new contract agreement is created in Concord CLM
Use this flowCreate a booking service in Onsched when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when Create Appointment in Onsched
Use this flowCreate Executed Document in Concord CLM when Create Appointment in Onsched
Use this flowList Organizations in Concord CLM when Create Appointment in Onsched
Use this flowList Organization Folders in Concord CLM when Create Appointment in Onsched
Use this flowFind Agreements in Concord CLM when Create Appointment in Onsched
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Onsched.
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.
Create Appointment
Create a new customer appointment with date, time, and location
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 Appointment
Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.
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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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 Onsched
Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Onsched 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 Onsched 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 Onsched. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Onsched, and a separate workflow where Onsched 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 Onsched. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Onsched integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
