Connect Fingertip and Concord CLM
Integrate Fingertip with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Site Contact in Fingertip when When a new contract agreement is created in Concord CLM
Create Site in Fingertip when When a new contract agreement is created in Concord CLM
Create Page in Fingertip when When a new contract agreement is created in Concord CLM
Create Site Invitation on Fingertip when When a new contract agreement is created in Concord CLM
Create Organization in Concord CLM when Booking Cancelled in Fingertip
Popular Fingertip + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Fingertip
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
Create Site Contact in Fingertip when When a new contract agreement is created in Concord CLM
Use this flowCreate Site in Fingertip when When a new contract agreement is created in Concord CLM
Use this flowCreate Page in Fingertip when When a new contract agreement is created in Concord CLM
Use this flowCreate Site Invitation on Fingertip when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when Booking Cancelled in Fingertip
Use this flowCreate Executed Document in Concord CLM when Booking Cancelled in Fingertip
Use this flowList Organizations in Concord CLM when Booking Cancelled in Fingertip
Use this flowList Organization Folders in Concord CLM when Booking Cancelled in Fingertip
Use this flowFind Agreements in Concord CLM when Booking Cancelled in Fingertip
Use this flowCreate Organization in Concord CLM when Booking Created in Fingertip
Use this flowSupported Triggers & Actions
Everything you can automate between Fingertip and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
Booking Created
Triggers when a new booking is created.
Booking Rescheduled
Triggers when a booking is rescheduled.
New Site Contact
Triggers when a new site contact is created.
New Order
Triggers when an order is created.
New Form Response
Triggers when a new form response is created.
Do thisActions
Action is the task that follows automatically within your Fingertip integrations.
Create Site Contact
Create a site contact in Fingertip.
Create Site
Create a new site with ready-to-use pages, themes, and blocks.
Create Page
Creates a new page within a site with the provided content.
Create Site Invitation
Create a new invitation for a user to join your site.
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.
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 Fingertip
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
Learn more
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 Fingertip and Concord CLM 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 Fingertip and Concord CLM 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 Concord CLM . No coding required.
Yes. You can set up a workflow where Fingertip triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Fingertip. 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 Fingertip and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fingertip and Concord CLM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
