Send contracts automatically when deals reach late stages
When a deal stage changes in Microsoft Dynamics 365, automatically send a signature envelope in Concord CLM to keep sales velocity moving without delay.
See all Concord CLM + Microsoft Dynamics 365 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 →
TriggersFires when a document is sent for signature in Concord CLM.
Fires when all parties have signed a document in Concord CLM.
Fires when a signer declines to sign in Concord CLM.
Fires when a pending envelope in Concord CLM is voided.
Sends a document out for signature via Concord CLM.
Voids a pending envelope in Concord CLM.
Checks a document's signing status in Concord CLM.
Creates a reusable signing template in Concord CLM.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new contact or lead is added to Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal or record to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
More Concord CLM + Microsoft Dynamics 365 workflows
Close deals automatically upon contract execution
As soon as an envelope is signed in Concord CLM, automatically update the deal stage in Microsoft Dynamics 365 to closed-won and record the progress.
See details
Log activity in CRM when agreements are declined
If an envelope is declined in Concord CLM, automatically log activity in Microsoft Dynamics 365 so sales reps can immediately address client concerns.
See details
See all Concord CLM + Microsoft Dynamics 365 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send contracts automatically when deals reach late stages” between Concord CLM and Microsoft Dynamics 365?
Yes — describe it in the box above and Knit's Integrations Agent researches Concord CLM and Microsoft Dynamics 365'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.
Why should I integrate Microsoft Dynamics 365 with Concord CLM?
Integrating both tools automates contract delivery during sales negotiations and updates sales pipeline stages instantly when agreements are signed or declined.
Can signed documents automatically mark deals as won?
Yes, completing a document signature in Concord CLM can instantly update the corresponding opportunity stage to won in Microsoft Dynamics 365.