Connect Concord CLM and Wodify
Integrate Concord CLM with Wodify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Clients from Wodify when When a new contract agreement is created in Concord CLM
List Memberships from Wodify when When a new contract agreement is created in Concord CLM
Place Membership On Hold in Wodify when When a new contract agreement is created in Concord CLM
Delete Membership in Wodify when When a new contract agreement is created in Concord CLM
Create Client Membership in Wodify when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Wodify 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
Wodify
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Client Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthdays
Get Invoices
Change Client Status
Create Client
Deactivate Client
List Clients from Wodify when When a new contract agreement is created in Concord CLM
Use this flowList Memberships from Wodify when When a new contract agreement is created in Concord CLM
Use this flowPlace Membership On Hold in Wodify when When a new contract agreement is created in Concord CLM
Use this flowDelete Membership in Wodify when When a new contract agreement is created in Concord CLM
Use this flowCreate Client Membership in Wodify when When a new contract agreement is created in Concord CLM
Use this flowUpdate Membership in Wodify when When a new contract agreement is created in Concord CLM
Use this flowCreate Payment Plan Template in Wodify when When a new contract agreement is created in Concord CLM
Use this flowGet Monthly Member Birthdays from Wodify when When a new contract agreement is created in Concord CLM
Use this flowGet Invoices from Wodify when When a new contract agreement is created in Concord CLM
Use this flowChange Client Status in Wodify when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Wodify.
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.
List Clients
Get a list of clients and their basic profile details.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Wodify 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 Wodify 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 Wodify. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Wodify, and a separate workflow where Wodify 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 Wodify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Wodify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
