Integrate Concord CLM with Shiptheory to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Product in Shiptheory when When a new contract agreement is created in Concord CLM
Create Shipment with Shiptheory when When a new contract agreement is created in Concord CLM
Create a Tag in Shiptheory when When a new contract agreement is created in Concord CLM
Update a Tag in Shiptheory when When a new contract agreement is created in Concord CLM
Update a Product in Shiptheory when When a new contract agreement is created in Concord CLM
Start from a real workflow other teams are already running.
Concord CLM
When this happens...
When a new contract agreement is created
Shiptheory
Automatically do this!
Create Product
Create Shipment
Create a Tag
Update a Tag
Update a Product
Create Product in Shiptheory when When a new contract agreement is created in Concord CLM
Use this flowCreate Shipment with Shiptheory when When a new contract agreement is created in Concord CLM
Use this flowCreate a Tag in Shiptheory when When a new contract agreement is created in Concord CLM
Use this flowUpdate a Tag in Shiptheory when When a new contract agreement is created in Concord CLM
Use this flowUpdate a Product in Shiptheory when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Shipment in Shiptheory
Use this flowList Organizations in Concord CLM when New Shipment in Shiptheory
Use this flowList Organization Folders in Concord CLM when New Shipment in Shiptheory
Use this flowFind Agreements in Concord CLM when New Shipment in Shiptheory
Use this flowCreate Executed Document in Concord CLM when New Shipment in Shiptheory
Use this flowEverything you can automate between Concord CLM and Shiptheory.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs the workflow automatically when a new contract agreement is created in Concord.
Triggers when a new shipment is created.
Action is the task that follows automatically within your Concord CLM integrations.
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create an executed (signed and finalized) document by template or without template in the organization.
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Search an organization's agreements using statuses, advanced filters, and pagination.
Add's a new product in shiptheory.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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.

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Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn moreAutomate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
Learn moreSign up for a free viaSocket account, then authorize both your Concord CLM and Shiptheory 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 Shiptheory 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 Shiptheory. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Shiptheory, and a separate workflow where Shiptheory 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 Shiptheory. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Shiptheory integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.