Connect Wildapricot and Concord CLM
Integrate Wildapricot 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 Created in WildApricot
Create Executed Document in Concord CLM when New Contact Created in WildApricot
List Organizations in Concord CLM when New Contact Created in WildApricot
List Organization Folders in Concord CLM when New Contact Created in WildApricot
Find Agreements in Concord CLM when New Contact Created in WildApricot
Popular Wildapricot + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Wildapricot
When this happens...
New Contact Created
New Membership Created
New Invoice Is Created
New Payment Arrives
New Event Created
New Refund Created
Membership Is Suspended
Membership Is Enabled
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 Created in WildApricot
Use this flowCreate Executed Document in Concord CLM when New Contact Created in WildApricot
Use this flowList Organizations in Concord CLM when New Contact Created in WildApricot
Use this flowList Organization Folders in Concord CLM when New Contact Created in WildApricot
Use this flowFind Agreements in Concord CLM when New Contact Created in WildApricot
Use this flowCreate Organization in Concord CLM when New Membership Created in WildApricot
Use this flowCreate Executed Document in Concord CLM when New Membership Created in WildApricot
Use this flowList Organizations in Concord CLM when New Membership Created in WildApricot
Use this flowList Organization Folders in Concord CLM when New Membership Created in WildApricot
Use this flowFind Agreements in Concord CLM when New Membership Created in WildApricot
Use this flowSupported Triggers & Actions
Everything you can automate between Wildapricot and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when New Contact Created
New Membership Created
Runs when new membership is created
New Invoice Is Created
Runs when new invoice is created
New Payment Arrives
Runs when new payment arrives
New Event Created
Runs when a new event is created in your Wild Apricot account
New Refund Created
Runs when a new refund is created
Do thisActions
Action is the task that follows automatically within your Wildapricot integrations.
Add Contact
Add a new contact or member to your WildApricot account.
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.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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 Wildapricot 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 Wildapricot 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 Wildapricot triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Wildapricot. 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 Wildapricot and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wildapricot 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.
