Connect Concord CLM and RemOnline
Integrate Concord CLM with RemOnline to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Asset in RemOnline when When a new contract agreement is created in Concord CLM
Change Order Status in RemOnline when When a new contract agreement is created in Concord CLM
Find or Create Asset in RemOnline when When a new contract agreement is created in Concord CLM
Create a Lead in RemOnline when When a new contract agreement is created in Concord CLM
Create a Order in RemOnline when When a new contract agreement is created in Concord CLM
Popular Concord CLM + RemOnline 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
RemOnline
Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
Create Asset in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowChange Order Status in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowFind or Create Asset in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowCreate a Lead in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowCreate a Order in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowCreate a Client in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowFind or Create Client in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowCreate a Payment in RemOnline when When a new contract agreement is created in Concord CLM
Use this flowList Tasks in Remonline when When a new contract agreement is created in Concord CLM
Use this flowList Inquiry Statuses from RemOnline when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and RemOnline.
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.
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
Get Updated Orders
get the list of updated orders
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 Asset
creates a new Asset
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
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.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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 RemOnline 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 RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and RemOnline 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 RemOnline 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 RemOnline. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in RemOnline, and a separate workflow where RemOnline 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 RemOnline. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and RemOnline integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
