Connect Concord CLM and Vapi
Integrate Concord CLM with Vapi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Organizations in Concord CLM when New Tool in Vapi
Find Agreements in Concord CLM when New Phone Number from VAPI service
Update Assistant through Vapi when When a new contract agreement is created in Concord CLM
List Organization Folders in Concord CLM when New Tool in Vapi
Find Agreements in Concord CLM when New Tool in Vapi
Popular Concord CLM + Vapi 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
Vapi
Automatically do this!
Create Assistant
Create Tool
Create Phone Number
Get Phone Number
Get Tool
Get Assistant
Delete Assistant
Delete a Tool
Delete a Phone Number
Get a Call
Update Assistant
Update Phone Number
Update Tool
Create Knowledge Base
Delete a Knowledge Base
Create Test Suite
Initiate an Outbound Phone Call
List Organizations in Concord CLM when New Tool in Vapi
Use this flowFind Agreements in Concord CLM when New Phone Number from VAPI service
Use this flowUpdate Assistant through Vapi when When a new contract agreement is created in Concord CLM
Use this flowList Organization Folders in Concord CLM when New Tool in Vapi
Use this flowFind Agreements in Concord CLM when New Tool in Vapi
Use this flowList Organizations in Concord CLM when New Phone Number from VAPI service
Use this flowList Organization Folders in Concord CLM when New Phone Number from VAPI service
Use this flowCreate Phone Number in Vapi when When a new contract agreement is created in Concord CLM
Use this flowGet a Call using Vapi when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Tool in Vapi
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Vapi.
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 Assistant
Triggered when a new assistant is created in Vapi.
New Tool
Triggered when a new tool is created in Vapi.
New Phone Number
Triggered when a new phone number is created in Vapi.
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 Assistant
Create an Assistant.
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 Vapi
Vapi is an advanced AI platform designed to enhance and streamline various business processes through intelligent automation and machine learning capabilities. It offers tools and solutions that cater to a wide range of industries, enabling businesses to leverage artificial intelligence for improved efficiency and decision-making.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Vapi 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 Vapi 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 Vapi. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Vapi, and a separate workflow where Vapi 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 Vapi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Vapi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
