Connect Concord CLM and Productive.io
Integrate Concord CLM with Productive.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when New Task in Productive.io
Create Executed Document in Concord CLM when New Task in Productive.io
List Organizations in Concord CLM when New Task in Productive.io
List Organization Folders in Concord CLM when New Task in Productive.io
Find Agreements in Concord CLM when New Task in Productive.io
Popular Concord CLM + Productive.io 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
Productive.io
Automatically do this!
Create Company
Create Booking
Create Project
Create Contact
Find Company
Find User
Find Contact
Create Organization in Concord CLM when New Task in Productive.io
Use this flowCreate Executed Document in Concord CLM when New Task in Productive.io
Use this flowList Organizations in Concord CLM when New Task in Productive.io
Use this flowList Organization Folders in Concord CLM when New Task in Productive.io
Use this flowFind Agreements in Concord CLM when New Task in Productive.io
Use this flowCreate Organization in Concord CLM when New Task Updated in Productive.io
Use this flowCreate Executed Document in Concord CLM when New Task Updated in Productive.io
Use this flowList Organizations in Concord CLM when New Task Updated in Productive.io
Use this flowList Organization Folders in Concord CLM when New Task Updated in Productive.io
Use this flowFind Agreements in Concord CLM when New Task Updated in Productive.io
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Productive.io.
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 Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when new deal 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.
Create Company
Creates company
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 Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Productive.io 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 Productive.io 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 Productive.io. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Productive.io, and a separate workflow where Productive.io 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 Productive.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Productive.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
