Connect Concord CLM and Publer

Both apps 50Concord CLM 20Publer 30

• 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
  Get agreement PDF

  Downloads the PDF of a Concord agreement.

• 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.

• Trigger
  Account Connected/Disconnected

  Triggers when a social media account is newly connected to the selected Publer workspace.

• Trigger
  Member Performance Spike

  Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range.

• Trigger
  New Draft

  Triggers when a new draft post is saved in your Publer workspace.

• Trigger
  New Media Uploaded

  Triggers when a new media item is added to your Publer media library.

• Trigger
  Post Approved

  Triggers when a scheduled post is approved in your Publer workspace.

• Trigger
  Post Created

  Triggers when a new post is created in your Publer workspace, optionally limited to a post state, account, type, member or search text.

• Trigger
  Post Failed

  Triggers when a Publer post fails to publish.

• Trigger
  Post Pending Approval

  Triggers when a scheduled post is waiting for approval in the Publer workspace.

• Trigger
  Post Performance Threshold

  Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set.

• Trigger
  Post Published

  Triggers when a post is published to one of your connected social accounts.

• Trigger
  Post Scheduled

  Triggers when a post is scheduled in your Publer workspace.

• Trigger
  Post Status Updated

  Triggers when a post's status changes, for example from scheduled to published or failed.

• Trigger
  Top Competitor Posts

  Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics.

• Trigger
  Top Hashtags Identified

  Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account.

• Trigger
  Top Posts of Week

  Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose).

• Trigger
  Workspace Created

  Triggers when a new workspace becomes accessible to the connected Publer user.

• Action
  Auto Schedule Post

  Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose.

• Action
  Create Post

  Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft.

• Action
  Export Analytics Report

  Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file.

• Action
  Export Competitor Benchmark

  Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range.

• Action
  Export Member Leaderboard

  Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews.

• Action
  Find Analytics by Date Range

  Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range.

• Action
  Find Media

  Searches the Publer media library by name or caption, type, usage status, source or folder and returns the matching media items.

• Action
  Find Post

  Finds posts whose content contains the text you give, optionally narrowed by state, post type, date range, account or team member.

• Action
  Generate Competitors Top Posts

  Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics.

• Action
  Generate Top Hashtags

  Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score.

• Action
  Generate Top Posts

  Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach.

• Action
  Schedule Recurring Post

  Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date.

• Action
  Schedule Recycling Post

  Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times.

• Action
  Upload Media

  Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.