Connect Concord CLM and Smartlead AI
Integrate Concord CLM with Smartlead AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Executed Document in Concord CLM when Lead Unsubscribed in Smartleadai
List all leads by Campaign ID in Smartleadai when When a new contract agreement is created in Concord CLM
Add Lead/Domain to Global Block List in Smartleadai when When a new contract agreement is created in Concord CLM
Update Campaign Status in Smartleadai when When a new contract agreement is created in Concord CLM
Update a lead’s category in Smartlead AI when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Smartlead AI 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
Smartlead AI
Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
Create Executed Document in Concord CLM when Lead Unsubscribed in Smartleadai
Use this flowList all leads by Campaign ID in Smartleadai when When a new contract agreement is created in Concord CLM
Use this flowAdd Lead/Domain to Global Block List in Smartleadai when When a new contract agreement is created in Concord CLM
Use this flowUpdate Campaign Status in Smartleadai when When a new contract agreement is created in Concord CLM
Use this flowUpdate a lead’s category in Smartlead AI when When a new contract agreement is created in Concord CLM
Use this flowList All Clients from Smartlead AI when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when Lead Category Updated in Smartleadai
Use this flowGet All Email Account from Smartlead AI when When a new contract agreement is created in Concord CLM
Use this flowDelete Campaign By Id in Smartlead AI when When a new contract agreement is created in Concord CLM
Use this flowUpdate lead by ID in Smartleadai when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Smartlead AI.
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.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category 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.
List all Campaigns
This endpoint fetches all the campaigns in your account
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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Smartlead AI 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 Smartlead AI 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 Smartlead AI. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Smartlead AI, and a separate workflow where Smartlead AI 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 Smartlead AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Smartlead AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
