Connect Concord CLM and SurveyMonkey
Integrate Concord CLM with SurveyMonkey to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in SurveyMonkey when When a new contract agreement is created in Concord CLM
Find Survey in SurveyMonkey when When a new contract agreement is created in Concord CLM
Find collector in SurveyMonkey when When a new contract agreement is created in Concord CLM
Find message in Surveymonkey when When a new contract agreement is created in Concord CLM
Find contact by email in SurveyMonkey when When a new contract agreement is created in Concord CLM
Popular Concord CLM + SurveyMonkey 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
SurveyMonkey
Automatically do this!
Create a Contact
Find Survey
Find collector
Find message
Find contact by email
Create a Contact in SurveyMonkey when When a new contract agreement is created in Concord CLM
Use this flowFind Survey in SurveyMonkey when When a new contract agreement is created in Concord CLM
Use this flowFind collector in SurveyMonkey when When a new contract agreement is created in Concord CLM
Use this flowFind message in Surveymonkey when When a new contract agreement is created in Concord CLM
Use this flowFind contact by email in SurveyMonkey when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Survey Response in SurveyMonkey
Use this flowCreate Executed Document in Concord CLM when New Survey Response in SurveyMonkey
Use this flowList Organizations in Concord CLM when New Survey Response in SurveyMonkey
Use this flowList Organization Folders in Concord CLM when New Survey Response in SurveyMonkey
Use this flowFind Agreements in Concord CLM when New Survey Response in SurveyMonkey
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and SurveyMonkey.
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 Survey Response
Triggers when new survey response arrives
New Survey
Triggers when new survey is created
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 Contact
Creates a new contact in the address book.
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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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 SurveyMonkey
SurveyMonkey is a cloud-based survey tool that helps users create, send, and analyze surveys. Users can use a variety of question types, deploy surveys across multiple platforms, and utilize tools for data analysis and integration with other services.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and SurveyMonkey 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 SurveyMonkey 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 SurveyMonkey. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in SurveyMonkey, and a separate workflow where SurveyMonkey 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 SurveyMonkey. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and SurveyMonkey integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
