Connect Concord CLM and Reply

Both apps 42Concord CLM 19Reply 23

• 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.

• Trigger
  Inbox Category Set for Reply

  Triggers when an email reply in Reply is given an inbox category, automatically or by a user.

• Trigger
  New Email Opened

  Triggers when a contact opens a tracked email sent from Reply.

• Trigger
  New Emails Sent

  Triggers when Reply sends an email from a sequence step.

• Trigger
  New Link Clicked

  Triggers when a recipient clicks a tracked link in an email sent from Reply.

• Trigger
  New Person Bounce

  Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.

• Trigger
  New Person Opt Out

  Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).

• Trigger
  Prospect Finished

  Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.

• Action
  Add contact list

  Creates a new contact list in Reply, optionally shared with your team.

• Action
  Add note to contact

  Adds a note to a contact's timeline in Reply.

• Action
  Add sequence

  Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.

• Action
  Create\Update Person

  Creates a Reply contact, or updates the existing contact with the same email address.

• Action
  Delete contact

  Deletes a contact from your Reply account.

• Action
  Find contacts by criteria

  Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.

• Action
  Get contact

  Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.

• Action
  Get sequence

  Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.

• Action
  List contact lists

  Returns the contact lists you own plus those shared with your team, optionally filtered by name.

• Action
  List contacts

  Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.

• Action
  List inbox categories

  Returns the inbox categories you can file conversations under.

• Action
  List Sequence Contacts

  Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.

• Action
  List sequences

  Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.

• Action
  Mark as Finished

  Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.

• Action
  Remove Person From Campaign

  Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.

• Action
  Send Test Webhook Event

  Sends a test event from an existing Reply webhook subscription to its configured URL.

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