Connect Productroad and Concord CLM
Integrate Productroad with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Change Post Status in Productroad when When a new contract agreement is created in Concord CLM
Create Post on Productroad when When a new contract agreement is created in Concord CLM
Create Post on Behalf of Customer on Productroad when When a new contract agreement is created in Concord CLM
Create Executed Document in Concord CLM when New Post in Productroad
List Organization Folders in Concord CLM when New Post in Productroad
Popular Productroad + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Productroad
When this happens...
New Post
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
Change Post Status in Productroad when When a new contract agreement is created in Concord CLM
Use this flowCreate Post on Productroad when When a new contract agreement is created in Concord CLM
Use this flowCreate Post on Behalf of Customer on Productroad when When a new contract agreement is created in Concord CLM
Use this flowCreate Executed Document in Concord CLM when New Post in Productroad
Use this flowList Organization Folders in Concord CLM when New Post in Productroad
Use this flowFind Agreements in Concord CLM when New Post in Productroad
Use this flowCreate Organization in Concord CLM when New Post in Productroad
Use this flowList Organizations in Concord CLM when New Post in Productroad
Use this flowSupported Triggers & Actions
Everything you can automate between Productroad and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
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 Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create Post on Behalf of Customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
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.
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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
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 Productroad 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 Productroad 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 Productroad triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Productroad. 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 Productroad and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productroad 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.
