Connect Concord CLM and Thoughtly
Integrate Concord CLM with Thoughtly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search User Details in Thoughtly when When a new contract agreement is created in Concord CLM
Create Contact in Thoughtly when When a new contract agreement is created in Concord CLM
Delete Contact from Thoughtly when When a new contract agreement is created in Concord CLM
Call Contact via Thoughtly when When a new contract agreement is created in Concord CLM
Search Calls in Thoughtly when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Thoughtly 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
Thoughtly
Automatically do this!
Search User Details
Create Contact
Delete Contact
Call Contact
Search Calls
Search Contacts
Search Agents
Search User Details in Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowCreate Contact in Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowDelete Contact from Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowCall Contact via Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowSearch Calls in Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowSearch Contacts in Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowSearch Agents in Thoughtly when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Thoughtly.
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.
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.
Search User Details
Search user details by email id.
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 Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Thoughtly 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 Thoughtly 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 Thoughtly. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Thoughtly, and a separate workflow where Thoughtly 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 Thoughtly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Thoughtly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
