Concord CLM Microsoft SharePoint

Concord CLM + Microsoft SharePoint Integrations, Built by an AI Agent

Put Concord CLM + Microsoft SharePoint to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Concord CLM and Microsoft SharePoint below — describe the exact one you want above and the Agent builds it on demand.

Concord CLM + Microsoft SharePoint When a contract or document expires in Concord CLM, update the corresponding file record in Microsoft SharePoint. See details
Post workspace updates when envelopes are signed When an envelope is signed in Concord CLM, automatically post an update in Microsoft SharePoint to notify stakeholders and attach the completed document. See details
Assign follow-up tasks on declined agreements When an envelope is declined in Concord CLM, automatically create a follow-up task in Microsoft SharePoint so account managers can reach out immediately. See details
Send document packages when tasks are assigned When a task is assigned in Microsoft SharePoint, automatically dispatch an envelope for signature via Concord CLM to initiate contract review. See details

Browse the full workflow library →

Looking to achieve something else with Concord CLM and Microsoft SharePoint?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Concord CLM and Microsoft SharePoint

Everything Concord CLM and Microsoft SharePoint can do inside a workflow — the triggers that start one and the actions that run when it fires.

Concord CLM Explore Concord CLM →

Concord CLM is a contract lifecycle management platform that allows teams to negotiate, sign, and store legal agreements online.

Triggers
Document Fully Approved

Triggers when a document is fully approved.

Document Expired

Triggers when a document is expired.

Signature Provided

Triggers when a participant e-signed the document.

Document Fully Signed

Triggers when document has been signed by all parties.

Actions
Create an Executed Document

Uploads an already-signed document into Concord as an executed agreement.

Create a New Document From a Template

Creates a New Document From a Template.

Microsoft SharePoint Explore Microsoft SharePoint →

Microsoft SharePoint is a web-based collaboration platform that enables organizations to store, share, organize, and manage documents across enterprise teams.

Triggers
New File in Folder

Triggers when a new file is created in the selected folder (excludes subfolders).

New File in Subfolders

Triggers when a new file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.

New Folder

Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.

New List

Triggers when a new list is created.

New List Item

Triggers when a new item is created in a list.

New or Updated File

Triggers when a file is created or updated in the selected folder (excludes subfolders).

Actions
Copy File or Folder

Copies a file or folder within or across sites.

Create Folder

Create new folder in selected document library.

Create List

Creates a new list in a site.

Create List Item

Creates a new item in a list.

Create Page

Creates a new site page in SharePoint.

Create Sharing Invitation

Send a sharing invitation to specific recipients for a file or folder.

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Product Manager, Onsurity
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FAQ

Common questions about Concord CLM + Microsoft SharePoint

Is there a pre-built Concord CLM + Microsoft SharePoint automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Concord CLM and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Concord CLM or Microsoft SharePoint connector?

No. The Agent works whether or not Concord CLM or Microsoft SharePoint already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

Can team workspace members get notified when an agreement is signed?

Yes, when an envelope is signed in Concord CLM, a notification post or file link is automatically shared in Microsoft SharePoint.

How are unsigned or declined contracts handled across tools?

If a document is declined in Concord CLM, an automated task can be assigned in Microsoft SharePoint for a team member to follow up with the client.

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