Connect Concord CLM and ProductLift
Integrate Concord CLM with ProductLift to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when New Comment in Productlift
Create Executed Document in Concord CLM when New Comment in Productlift
List Organizations in Concord CLM when New Comment in Productlift
List Organization Folders in Concord CLM when New Comment in Productlift
Find Agreements in Concord CLM when New Comment in Productlift
Popular Concord CLM + ProductLift 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
ProductLift
Automatically do this!
Create User
Create Group
Update User
Create Comment
Create Tag
Create Status
Create Section
Update Group
Update Tag
Update Status
Delete User
Delete Group
Delete Comment
Delete Tag
Delete Status
Create Organization in Concord CLM when New Comment in Productlift
Use this flowCreate Executed Document in Concord CLM when New Comment in Productlift
Use this flowList Organizations in Concord CLM when New Comment in Productlift
Use this flowList Organization Folders in Concord CLM when New Comment in Productlift
Use this flowFind Agreements in Concord CLM when New Comment in Productlift
Use this flowCreate Organization in Concord CLM when New Groups in Productlift
Use this flowCreate Executed Document in Concord CLM when New Groups in Productlift
Use this flowList Organizations in Concord CLM when New Groups in Productlift
Use this flowList Organization Folders in Concord CLM when New Groups in Productlift
Use this flowFind Agreements in Concord CLM when New Groups in Productlift
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and ProductLift.
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 Comment
Trigger when new comment created.
New Groups
Trigger when new groups created.
New Tag
Trigger when new Tag created.
New User
Trigger when a new user created
New Post
Triggers when user added a new post.
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 User
Creates a new user in your portal. You can either provide a password, or you can invite the user.
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 ProductLift
Productlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and ProductLift 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 ProductLift 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 ProductLift. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in ProductLift, and a separate workflow where ProductLift 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 ProductLift. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and ProductLift integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
