Connect Productive.io and Concord CLM
Integrate Productive.io with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when New Task in Productive.io
Create Executed Document in Concord CLM when New Task in Productive.io
List Organizations in Concord CLM when New Task in Productive.io
List Organization Folders in Concord CLM when New Task in Productive.io
Find Agreements in Concord CLM when New Task in Productive.io
Popular Productive.io + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Productive.io
When this happens...
New Task
New Task Updated
New Invoice
Invoice Updated
New deal
Updated Deal
New Budgets
Update Budgets
New Project
Updated Project
New Time Entry
New Time Entry Update
New Booking
Updated Booking
New Expense
Updated Expense
New Person
Updated Person
New Company
Updated Company
Archived Company
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 New Task in Productive.io
Use this flowCreate Executed Document in Concord CLM when New Task in Productive.io
Use this flowList Organizations in Concord CLM when New Task in Productive.io
Use this flowList Organization Folders in Concord CLM when New Task in Productive.io
Use this flowFind Agreements in Concord CLM when New Task in Productive.io
Use this flowCreate Organization in Concord CLM when New Task Updated in Productive.io
Use this flowCreate Executed Document in Concord CLM when New Task Updated in Productive.io
Use this flowList Organizations in Concord CLM when New Task Updated in Productive.io
Use this flowList Organization Folders in Concord CLM when New Task Updated in Productive.io
Use this flowFind Agreements in Concord CLM when New Task Updated in Productive.io
Use this flowSupported Triggers & Actions
Everything you can automate between Productive.io and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when new deal is created.
Updated Deal
Trigger when new deal is updated.
Do thisActions
Action is the task that follows automatically within your Productive.io integrations.
Create Company
Creates company
Create Booking
Creates a new booking.
Create Project
Create a new project.
Create Contact
Creates contact.
Find Company
Finds an existing company by company name
Find User
Finds an existing user by email
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 Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn moreSimilar apps
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 Productive.io 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 Productive.io 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 Productive.io triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Productive.io. 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 Productive.io and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productive.io 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.
