Concord CLM iDenfy

Assign user roles when agreements are signed

When an envelope is signed in Concord CLM, automatically assign the appropriate user role in iDenfy to unlock internal permissions.

Try:

See all Concord CLM + iDenfy 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.

iDenfy Explore iDenfy →

Triggers
New user created

Fires when a new user account is created in iDenfy.

New security event

Fires when a new security or access event is logged in iDenfy.

Check completed

Fires when a scan, verification or risk check finishes in iDenfy.

Actions
Create user

Creates a new user account in iDenfy.

Deactivate user

Deactivates a user's access in iDenfy.

Run a check

Runs a verification, fraud or risk check on a record in iDenfy.

Dispatch signature requests to new users When a new user is created in iDenfy, automatically send an onboarding envelope for signature using Concord CLM. See details
Deactivate accounts when contracts are voided When an envelope is voided in Concord CLM, automatically deactivate the associated user account in iDenfy to restrict access. See details

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

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FAQ

Common questions

Can Knit build “Assign user roles when agreements are signed” between Concord CLM and iDenfy?

Yes — describe it in the box above and Knit's Integrations Agent researches Concord CLM and iDenfy'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.

How does connecting Concord CLM with iDenfy enhance organizational compliance?

It ensures permissions and system accounts are granted or revoked in real time based on verified signatures and legally binding documents.

Can creating a new user in iDenfy automatically request necessary document signatures?

Yes, creating a user profile in iDenfy can immediately dispatch relevant policy or onboarding envelopes for signature via Concord CLM.

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