Connect Concord CLM to Ideal Postcodes

Both apps 27Concord CLM 19Ideal Postcodes 8

• Trigger
  New agreement

  Triggers when a new agreement appears in the selected Concord organization.

• Action
  Add agreement

  Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.

• Action
  Add attachment

  Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.

• Action
  Add folder

  Creates a new folder inside an existing folder of a Concord organization and returns the new folder.

• Action
  Add member to agreement

  Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.

• Action
  Create a New Document From a Template

  Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.

• Action
  Create an Executed Document

  Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.

• Action
  Create webhook - Document Fully Approved

  Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.

• Action
  Create webhook - Document Fully Signed

  Creates a Concord webhook integration that calls the given address when an agreement is fully signed.

• Action
  Create webhook - Signature Provided

  Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.

• Action
  Delete agreement

  Permanently deletes an agreement from a Concord organization.

• Action
  Get agreement

  Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.

• Action
  List agreements

  Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.

• Action
  List automated templates

  Returns the automated templates available in a Concord organization, with each template's id, title and description.

• Action
  List folders

  Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.

• Action
  List organizations

  Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.

• Action
  Move agreement

  Moves an agreement into a different folder in a Concord organization.

• Action
  Request signature

  Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.

• Action
  Update agreement

  Updates the status of an existing Concord agreement, setting it to Signing or Broken.

• Action
  Cleanse address

  Returns the closest matching standardised address for a freeform address, with a confidence score and match levels for each address element.

• Action
  Find addresses by query

  Returns address suggestions matching a partial address, ordered by relevance, with optional filters and biases by postcode, town, region or location.

• Action
  Find places

  Returns up to 10 place suggestions (countries, administrative areas, towns) matching a search query, each with an id that can be resolved to the full place.

• Action
  List addresses by postcode

  Returns every address registered at a postcode (UK, Ireland, Netherlands or Singapore).

• Action
  Validate Phone Number

  Validates a phone number and returns its country, national and international formats, and its original (and optionally current) carrier.

• Action
  Validate UK Address

  Checks a freeform UK address against the UK address database and returns the closest matching standardised address with a confidence score and per-element match levels.

• Action
  Verify Email

  Checks whether an email address is deliverable and reports whether it is disposable, a free provider, a role address or on a catch-all domain.

• Action
  Verify US Address

  Verifies a US address against the USPS address dataset and returns the closest matching standardised address with confidence and match-level indicators.

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