Connect PollPe and Concord CLM
Integrate PollPe with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when Form Submitted on PollPe
Create Executed Document in Concord CLM when Form Submitted on PollPe
List Organizations in Concord CLM when Form Submitted on PollPe
List Organization Folders in Concord CLM when Form Submitted on PollPe
Find Agreements in Concord CLM when Form Submitted on PollPe
Popular PollPe + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
PollPe
When this happens...
Form Submitted
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 Form Submitted on PollPe
Use this flowCreate Executed Document in Concord CLM when Form Submitted on PollPe
Use this flowList Organizations in Concord CLM when Form Submitted on PollPe
Use this flowList Organization Folders in Concord CLM when Form Submitted on PollPe
Use this flowFind Agreements in Concord CLM when Form Submitted on PollPe
Use this flowSupported Triggers & Actions
Everything you can automate between PollPe and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
Form Submitted
Runs when form is submitted.
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 PollPe 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.
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 PollPe
PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.
Learn moreAbout 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 PollPe 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 PollPe 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 PollPe triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in PollPe. 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 PollPe and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PollPe 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.
