About Concord CLM's Integration
What kind of authentication does Concord CLM use?
Concord CLM uses OAuth.
Do I need a paid Concord CLM account to use Concord CLM with Zapier?
You need a Pro or Enterprise Concord CLM plan to use Concord CLM with Zapier.
Do I need special account permissions in Concord CLM to use Concord CLM with Zapier?
There aren't any specific Concord CLM account permissions to connect Concord CLM to Zapier.
But, to use the Create a New Document from a Template action, you must have permission to create documents in Concord CLM. Triggers can be used with any documents you have access to.
Are there any API token limits in Concord CLM when I use Concord CLM with Zapier?
No, there are no token limits when using Concord CLM with Zapier.
Are there any webhook subscription limits in Concord CLM when I use Concord CLM with Zapier?
Concord CLM doesn't have any webhook subscription limits when you use Concord CLM with Zapier.
Are custom fields in Concord CLM supported when I use Concord CLM with Zapier?
Yes, Concord CLM supports custom fields.
Does Concord CLM use real trigger samples from my Concord CLM account?
No, Concord CLM does not provide real trigger samples from your Concord CLM account. Only generic samples are provided.
What kind of Concord CLM hosted account can I use with Zapier?
Concord CLM's Zapier integration supports cloud-hosted accounts only.
Connecting with Concord CLM
When you create a Concord CLM Zap, you'll be asked to log in to your Concord CLM account (unless you are already logged in).
Finally, you will be asked to give Zapier permission to access your account. Click Connect to continue.
If all steps were successful, your Concord CLM account will be connected.