Full list

Supported Triggers & Actions

Everything you can automate between Concord CLM and TidyCal.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new contract agreement is created

When a new contract agreement is created

Runs the workflow automatically when a new contract agreement is created in Concord.

When a new booking is created

When a new booking is created

Runs the workflow automatically whenever a new booking is created in the account.

When a booking is cancelled

When a booking is cancelled

Runs the workflow automatically whenever a booking is cancelled in TidyCal.

When a booking is rescheduled

When a booking is rescheduled

Runs the workflow automatically whenever a booking is rescheduled in the account.

When a new booking type is created

When a new booking type is created

Runs the workflow automatically whenever a new booking type is created in the account.

When a new contact is created

When a new contact is created

Runs the workflow automatically whenever a new contact is created in the account.

Do thisActions

Action is the task that follows automatically within your Concord CLM integrations.

Create Organization

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 Executed Document

Create an executed (signed and finalized) document by template or without template in the organization.

List Organizations

List Organizations

Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.

List Organization Folders

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

Find Agreements

Search an organization's agreements using statuses, advanced filters, and pagination.

Find Bookings

Find Bookings

Retrieve bookings, optionally filtered by start/end date and cancellation status.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations TidyCal
TidyCal + Concord CLM
TidyCal logo

About TidyCal

TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.

Learn more

Frequently Asked Questions

How do I connect Concord CLM and TidyCal?

Sign up for a free viaSocket account, then authorize both your Concord CLM and TidyCal 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Concord CLM and TidyCal as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Concord CLM to TidyCal?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TidyCal. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Concord CLM triggers actions in TidyCal, and a separate workflow where TidyCal triggers actions in Concord CLM . Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Concord CLM and TidyCal. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Concord CLM and TidyCal integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.