Connect Concord CLM and Square
Integrate Concord CLM with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Customer in Square when When a new contract agreement is created in Concord CLM
Add customer to a group in Square when When a new contract agreement is created in Concord CLM
Create Customer in Square when When a new contract agreement is created in Concord CLM
Find Customer in Square when When a new contract agreement is created in Concord CLM
Remove Customer From Group in Square when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Square 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
Square
Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
Update a Customer in Square when When a new contract agreement is created in Concord CLM
Use this flowAdd customer to a group in Square when When a new contract agreement is created in Concord CLM
Use this flowCreate Customer in Square when When a new contract agreement is created in Concord CLM
Use this flowFind Customer in Square when When a new contract agreement is created in Concord CLM
Use this flowRemove Customer From Group in Square when When a new contract agreement is created in Concord CLM
Use this flowCreate Customer Group in Square when When a new contract agreement is created in Concord CLM
Use this flowUpdate a Customer Group in Square when When a new contract agreement is created in Concord CLM
Use this flowFind Customer Group in Square when When a new contract agreement is created in Concord CLM
Use this flowFind a Merchant in Square when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Customer Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Square.
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 Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer 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.
Update a Customer
Update an existing customer
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 Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Square 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 Square 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 Square. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Square, and a separate workflow where Square 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 Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
