Connect ShopBase and Concord CLM
Integrate ShopBase with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when When a new product is created in ShopBase
Create Executed Document in Concord CLM when When a new product is created in ShopBase
List Organizations in Concord CLM when When a new product is created in ShopBase
List Organization Folders in Concord CLM when When a new product is created in ShopBase
Find Agreements in Concord CLM when When a new product is created in ShopBase
Popular ShopBase + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
ShopBase
When this happens...
When a new product is created
When a new order is created
When a product is updated
When a new customer is created
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 When a new product is created in ShopBase
Use this flowCreate Executed Document in Concord CLM when When a new product is created in ShopBase
Use this flowList Organizations in Concord CLM when When a new product is created in ShopBase
Use this flowList Organization Folders in Concord CLM when When a new product is created in ShopBase
Use this flowFind Agreements in Concord CLM when When a new product is created in ShopBase
Use this flowCreate Organization in Concord CLM when When a new order is created in ShopBase
Use this flowCreate Executed Document in Concord CLM when When a new order is created in ShopBase
Use this flowList Organizations in Concord CLM when When a new order is created in ShopBase
Use this flowList Organization Folders in Concord CLM when When a new order is created in ShopBase
Use this flowFind Agreements in Concord CLM when When a new order is created in ShopBase
Use this flowSupported Triggers & Actions
Everything you can automate between ShopBase and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
When a new product is created
Runs the workflow automatically whenever a new product is created in the store.
When a new order is created
Runs the workflow automatically whenever a new order is created in the store.
When a product is updated
Runs the workflow automatically whenever any product is updated in the store.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the store.
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 ShopBase integrations.
Create Product
Create a simple or multi-variant product with prices, SKUs, inventory, images, and tags.
Add Product Variant
Add a variant to a product with price, SKU, options, inventory, and shipping/tax details.
Add Product Image
Add an image to a product from an image URL or base64 data. Optionally set filename, position, and alt text.
Update Product
Change product title & images
View Store Details
Retrieve details about the connected store.
Find Orders
Retrieve store orders using date ranges, status, customer, product, tracking number, and other filters.
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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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 ShopBase 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 ShopBase 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 ShopBase triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in ShopBase. 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 ShopBase and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ShopBase 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.
