Connect Concord CLM and Skyvern
Integrate Concord CLM with Skyvern to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Run a Workflow in Skyvern when When a new contract agreement is created in Concord CLM
Create and Run Task in Skyvern when When a new contract agreement is created in Concord CLM
Get a Task from Skyvern when When a new contract agreement is created in Concord CLM
Start Browser Session with Skyvern when When a new contract agreement is created in Concord CLM
Create Folder in Skyvern when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Skyvern 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
Skyvern
Automatically do this!
Run a Workflow
Create and Run Task
Get a Task
Start Browser Session
Create Folder
Find Folders
Close Browser Session
List Browser Sessions
List Agents
List Workflow Runs
Retry a Workflow Run
Run a Workflow in Skyvern when When a new contract agreement is created in Concord CLM
Use this flowCreate and Run Task in Skyvern when When a new contract agreement is created in Concord CLM
Use this flowGet a Task from Skyvern when When a new contract agreement is created in Concord CLM
Use this flowStart Browser Session with Skyvern when When a new contract agreement is created in Concord CLM
Use this flowCreate Folder in Skyvern when When a new contract agreement is created in Concord CLM
Use this flowFind Folders in Skyvern when When a new contract agreement is created in Concord CLM
Use this flowClose Browser Session in Skyvern when When a new contract agreement is created in Concord CLM
Use this flowList Browser Sessions from Skyvern when When a new contract agreement is created in Concord CLM
Use this flowList Agents from Skyvern when When a new contract agreement is created in Concord CLM
Use this flowList Workflow Runs from Skyvern when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Skyvern.
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 or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
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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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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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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Skyvern 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 Skyvern 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 Skyvern. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Skyvern, and a separate workflow where Skyvern 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 Skyvern. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Skyvern integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
