Concord CLM integration with Box
How to Add new fully-signed Concord documents to Box
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new fully-signed Concord documents to Box" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Concord CLM integrations
Concord CLM actions
Nekton can use any feature that is available in Concord CLM API.
Using our advanced AI, you can easily create custom automations for Concord CLM.
Here are some typical actions you can do in your automated workflows.
Creates a New Document From a Template
Creates a New Document From a Template.
Document Fully Approved
Triggers when a document is fully approved.
Signature Provided
Triggers when a participant e-signed the document.
Document Expired
Triggers when a document is expired.
Document Fully Signed
Triggers when document has been signed by all parties.
About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.