Connect Concord CLM and Microsoft Sharepoint
Integrate Concord CLM with Microsoft Sharepoint to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a list in Sharepoint when When a new contract agreement is created in Concord CLM
Create a List Item in Sharepoint when When a new contract agreement is created in Concord CLM
Update List Item in Sharepoint when When a new contract agreement is created in Concord CLM
Delete List Item from Microsoft SharePoint when When a new contract agreement is created in Concord CLM
Find List Item in Microsoft SharePoint when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Microsoft Sharepoint 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
Microsoft Sharepoint
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Create a list in Sharepoint when When a new contract agreement is created in Concord CLM
Use this flowCreate a List Item in Sharepoint when When a new contract agreement is created in Concord CLM
Use this flowUpdate List Item in Sharepoint when When a new contract agreement is created in Concord CLM
Use this flowDelete List Item from Microsoft SharePoint when When a new contract agreement is created in Concord CLM
Use this flowFind List Item in Microsoft SharePoint when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New List Created in Sharepoint
Use this flowCreate Executed Document in Concord CLM when New List Created in Sharepoint
Use this flowList Organizations in Concord CLM when New List Created in Sharepoint
Use this flowList Organization Folders in Concord CLM when New List Created in Sharepoint
Use this flowFind Agreements in Concord CLM when New List Created in Sharepoint
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Microsoft Sharepoint.
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 List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is 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 a list
Create a new list
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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Learn how to automate Concord CLM and Microsoft Sharepoint workflows.
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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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Microsoft Sharepoint, and a separate workflow where Microsoft Sharepoint 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 Microsoft Sharepoint. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Microsoft Sharepoint integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
