Connect Guidebook and Concord CLM
Integrate Guidebook with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Organization Folders in Concord CLM when New Attendee(s) in Guidebook
Find Agreements in Concord CLM when New Attendee(s) in Guidebook
List Organizations in Concord CLM when New Menu Item in Guidebook
Create Organization in Concord CLM when New Custom List in Guidebook
List Organizations in Concord CLM when New Custom List in Guidebook
Popular Guidebook + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Guidebook
When this happens...
New Guide
New Attendee(s)
New Menu Item
New Custom List
New Custom List Item(s)
New Session
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
List Organization Folders in Concord CLM when New Attendee(s) in Guidebook
Use this flowFind Agreements in Concord CLM when New Attendee(s) in Guidebook
Use this flowList Organizations in Concord CLM when New Menu Item in Guidebook
Use this flowCreate Organization in Concord CLM when New Custom List in Guidebook
Use this flowList Organizations in Concord CLM when New Custom List in Guidebook
Use this flowList Organization Folders in Concord CLM when New Custom List in Guidebook
Use this flowFind Agreements in Concord CLM when New Custom List in Guidebook
Use this flowCreate Organization in Concord CLM when New Custom List Item(s) in Guidebook
Use this flowCreate Executed Document in Concord CLM when New Custom List Item(s) in Guidebook
Use this flowList Organization Folders in Concord CLM when New Custom List Item(s) in Guidebook
Use this flowSupported Triggers & Actions
Everything you can automate between Guidebook and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
New Session
Trigger when a new session is created.
Do thisActions
Action is the task that follows automatically within your Guidebook integrations.
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
Create Menu Item
Menu Items link features in builder and app to guides.
Create Attendees
This endpoint will create an Attendee that is owned by your Account
Connect Item to Main Custom List
Links a Custom List Item to its parent Custom List.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Guidebook and Concord CLM free
No credit card required. Set up your first workflow in minutes.
About Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
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 Guidebook 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 Guidebook 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 Guidebook triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Guidebook. 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 Guidebook and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Guidebook 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.
