Concord CLM Box

Add new fully-signed Concord documents to Box.

When a document is fully signed in Concord CLM, upload and store the executed contract in Box.

Try:

See all Concord CLM + Box integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Concord CLM Explore Concord CLM →

Triggers
Envelope sent

Fires when a document is sent for signature in Concord CLM.

Envelope signed

Fires when all parties have signed a document in Concord CLM.

Envelope declined

Fires when a signer declines to sign in Concord CLM.

Envelope voided

Fires when a pending envelope in Concord CLM is voided.

Actions
Send envelope for signature

Sends a document out for signature via Concord CLM.

Void envelope

Voids a pending envelope in Concord CLM.

Get envelope status

Checks a document's signing status in Concord CLM.

Create template

Creates a reusable signing template in Concord CLM.

Box Explore Box →

Triggers
New file uploaded

Fires when a new file is uploaded to Box.

File shared

Fires when a file in Box is shared with someone new.

Folder updated

Fires when a folder's contents change in Box.

Actions
Upload file

Uploads a file to Box.

Create folder

Creates a new folder in Box.

Share file

Shares a file from Box with a link or user.

Send contracts for signature upon document upload When a new contract draft is uploaded to Box, automatically send an envelope for signature through Concord CLM to all required signers. See details
Archive fully executed agreements in cloud storage When an envelope is signed in Concord CLM, automatically upload the completed document to the appropriate record folder in Box for audit compliance. See details
Notify team members when legal documents are voided When an envelope is voided in Concord CLM, automatically share an updated void status folder in Box with your operations team. See details

See all Concord CLM + Box integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add new fully-signed Concord documents to Box.” between Concord CLM and Box?

Yes — describe it in the box above and Knit's Integrations Agent researches Concord CLM and Box's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Where do signed documents get saved when using Box and Concord CLM together?

Once an envelope is fully signed in Concord CLM, the final executed PDF can be automatically uploaded to a designated folder in Box.

Can uploaded agreements automatically prompt a signature request?

Yes, uploading a draft contract into a specific folder in Box can send an envelope for signature via Concord CLM automatically.

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