Your favorite appsConnect to thousands of web apps including Salesforce, Pipedrive, Slack, Microsoft Teams, Hubspot, OneDrive, Google Sheets, and more.
No-code integrationUse Zapier’s easy-to-use interface to automate your workflow without writing any code.
Concord API
RESTful accessOur open, RESTful API lets you extend Concord’s capabilities for use with your software, websites, or apps. Connect to the tools you use every day. See documentation.
Free sandbox accessAccess a free sandbox account to test the API and create an API key so that you can make API calls.
AuthenticationAuthentication with an API key or AUTH header allows you to read and write data from your application.
WebhooksConnect to automation services like Workato, Automate.io, Tray.io, and more.
Salesforce
Create documents directly from Salesforce Generate documents that are automatically populated with information from Salesforce, and send them to your third party, all without leaving Salesforce.
Bi-directional sync with ConcordWhen you change data in a field in Concord, Salesforce automatically syncs to reflect the change. This ensures that the data in Concord matches the data in Salesforce.
Track your document status in SalesforceTrack all stages of your document’s status from within Salesforce, so your Sales team doesn’t need to interrupt their workflow. Opportunities automatically move to Close-Win once a contract is signed, and signed contracts are stored as a PDF file in Salesforce.
DocuSign
E-Sign in DocuSignAlready using Docusign? Draft and negotiate on Concord using its unique features and then automatically send your documents to Docusign. Or use Concord’s native e-signature and save on your Docusign subscription.
Cloud Storage
Store files wherever you need themAutomatically export a copy of your documents signed in Concord to Dropbox, Box, or Google Drive so you can easily create a backup of all your signed contracts.
Bulk uploadMove all your legacy documents from to Concord. Bulk upload allows you to upload an unlimited number of documents.
Login with SSO
Easy Set-Up Concord offers SSO (single sign-on) configuration at your company account level, so you can control who has access to your documents on Concord.
Compatibility Concord is compatible with SAML 2.0 as well as LDAP, and Active Directory.
Additional ways to log in In addition to SSO, users can use their email, Google, Facebook, Twitter, or LinkedIn accounts to sign into Concord.
Join the thousands of companies using Concord to make their businesses more efficient.
