Connect SurveySparrow and Concord CLM
Integrate SurveySparrow 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 Contact in SurveySparrow
Create Executed Document in Concord CLM when New Contact in SurveySparrow
List Organizations in Concord CLM when New Contact in SurveySparrow
List Organization Folders in Concord CLM when New Contact in SurveySparrow
Find Agreements in Concord CLM when New Contact in SurveySparrow
Popular SurveySparrow + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
SurveySparrow
When this happens...
New Contact
New User
New Contact List
New Contact Property
New Team
New Survey folder
New Survey
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 Contact in SurveySparrow
Use this flowCreate Executed Document in Concord CLM when New Contact in SurveySparrow
Use this flowList Organizations in Concord CLM when New Contact in SurveySparrow
Use this flowList Organization Folders in Concord CLM when New Contact in SurveySparrow
Use this flowFind Agreements in Concord CLM when New Contact in SurveySparrow
Use this flowCreate Organization in Concord CLM when New User in Surveysparrow
Use this flowCreate Executed Document in Concord CLM when New User in Surveysparrow
Use this flowList Organizations in Concord CLM when New User in Surveysparrow
Use this flowList Organization Folders in Concord CLM when New User in Surveysparrow
Use this flowFind Agreements in Concord CLM when New User in Surveysparrow
Use this flowSupported Triggers & Actions
Everything you can automate between SurveySparrow and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user is created.
New Contact List
Triggers when a new contact list is created.
New Contact Property
Triggers when a new contact property is created.
New Team
Triggers when a new team is created.
New Survey folder
Triggers when a new survey folder is created.
Do thisActions
Action is the task that follows automatically within your SurveySparrow integrations.
Create a Contact
Create a contact using an Email, Phone, Mobile, or Unique ID; optionally add full name, job title, contact type, reference ID, list memberships, custom fields, and subscription/unsubscribe settings.
Update Contact
Update an existing contact by email or contact ID. Modify name, email, phone, mobile, job title, unique or reference IDs, unsubscribe status/text, and custom fields.
Delete Contact
Deletes a contact from SurveySparrow using the provided email address.
Get Contacts
Find a contact by its email id.
Get Users
Find the details of existing user by its email address.
Delete User
Delete a user identified by their user ID.
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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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 SurveySparrow 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 SurveySparrow 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 SurveySparrow triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in SurveySparrow. 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 SurveySparrow and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SurveySparrow 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.
