Connect PDFGate and Concord CLM
Integrate PDFGate with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when Envelope Sent from PDF Gate
Create Executed Document in Concord CLM when Envelope Sent from PDF Gate
List Organizations in Concord CLM when Envelope Sent from PDF Gate
List Organization Folders in Concord CLM when Envelope Sent from PDF Gate
Find Agreements in Concord CLM when Envelope Sent from PDF Gate
Popular PDFGate + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
PDFGate
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
Create Organization in Concord CLM when Envelope Sent from PDF Gate
Use this flowCreate Executed Document in Concord CLM when Envelope Sent from PDF Gate
Use this flowList Organizations in Concord CLM when Envelope Sent from PDF Gate
Use this flowList Organization Folders in Concord CLM when Envelope Sent from PDF Gate
Use this flowFind Agreements in Concord CLM when Envelope Sent from PDF Gate
Use this flowCreate Organization in Concord CLM when Envelope Completed in PDF Gate
Use this flowCreate Executed Document in Concord CLM when Envelope Completed in PDF Gate
Use this flowList Organizations in Concord CLM when Envelope Completed in PDF Gate
Use this flowList Organization Folders in Concord CLM when Envelope Completed in PDF Gate
Use this flowFind Agreements in Concord CLM when Envelope Completed in PDF Gate
Use this flowSupported Triggers & Actions
Everything you can automate between PDFGate and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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 PDFGate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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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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.
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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 PDFGate 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 PDFGate 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 PDFGate triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in PDFGate. 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 PDFGate and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PDFGate 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.
