Connect Concord CLM and Solve CRM
Integrate Concord CLM with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when New Company in Solve-crm
Create Executed Document in Concord CLM when New Company in Solve-crm
List Organizations in Concord CLM when New Company in Solve-crm
List Organization Folders in Concord CLM when New Company in Solve-crm
Find Agreements in Concord CLM when New Company in Solve-crm
Popular Concord CLM + Solve CRM 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create Organization in Concord CLM when New Company in Solve-crm
Use this flowCreate Executed Document in Concord CLM when New Company in Solve-crm
Use this flowList Organizations in Concord CLM when New Company in Solve-crm
Use this flowList Organization Folders in Concord CLM when New Company in Solve-crm
Use this flowFind Agreements in Concord CLM when New Company in Solve-crm
Use this flowCreate Organization in Concord CLM when New Contacts in Solve CRM
Use this flowCreate Executed Document in Concord CLM when New Contacts in Solve CRM
Use this flowList Organizations in Concord CLM when New Contacts in Solve CRM
Use this flowList Organization Folders in Concord CLM when New Contacts in Solve CRM
Use this flowFind Agreements in Concord CLM when New Contacts in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Solve CRM.
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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 Company
Creates a new company record in Solve360.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Solve CRM 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 Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Solve CRM, and a separate workflow where Solve CRM 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
