Connect Teamwork and Concord CLM
Integrate Teamwork 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 Teamwork
Create Executed Document in Concord CLM when New Task in Teamwork
List Organizations in Concord CLM when New Task in Teamwork
List Organization Folders in Concord CLM when New Task in Teamwork
Find Agreements in Concord CLM when New Task in Teamwork
Popular Teamwork + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamwork
When this happens...
New Task
New Comment
New Company
New Expense
New File
New Invoice
New Link
New Message
New Message Reply
New Milestone
New Notebook
New Project
New Task List
New Time Entry
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 Teamwork
Use this flowCreate Executed Document in Concord CLM when New Task in Teamwork
Use this flowList Organizations in Concord CLM when New Task in Teamwork
Use this flowList Organization Folders in Concord CLM when New Task in Teamwork
Use this flowFind Agreements in Concord CLM when New Task in Teamwork
Use this flowCreate Organization in Concord CLM when New Comment in Teamwork
Use this flowCreate Executed Document in Concord CLM when New Comment in Teamwork
Use this flowList Organizations in Concord CLM when New Comment in Teamwork
Use this flowList Organization Folders in Concord CLM when New Comment in Teamwork
Use this flowFind Agreements in Concord CLM when New Comment in Teamwork
Use this flowSupported Triggers & Actions
Everything you can automate between Teamwork and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
New Invoice
Triggered when you add a new invoice.
Do thisActions
Action is the task that follows automatically within your Teamwork integrations.
Create Company
Creates a new company.
Create Project
Creates a new project.
Create User
Creates a new user.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
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 Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
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 Teamwork 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 Teamwork 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 Teamwork triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Teamwork. 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 Teamwork and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamwork 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.
