--- title: "Connect Altoviz and Concord CLM - APIANT.ai" description: "When \"Contact\" fires in Altoviz, your agent runs \"Create a New Document From a Template\" in Concord CLM." canonical: "https://apiant.ai/connect/altoviz-to-concord-clm" --- # Connect Altoviz and Concord CLM When **Contact** fires in [Altoviz](https://apiant.ai/connections/altoviz), your agent runs **Create a New Document From a Template** in [Concord CLM](https://apiant.ai/connections/concord-clm), or **New agreement** in Concord CLM to **Create Contact** in Altoviz. Describe the whole flow and it is built, tested on every scenario and kept running. Altoviz **5** triggers Altoviz **32** actions Concord CLM **1** trigger Concord CLM **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Altoviz and Concord CLM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Altoviz and Concord CLM can do together ### From Altoviz to Concord CLM - When **Contact** in Altoviz then **Create a New Document From a Template** in Concord CLM - When **Customer** in Altoviz then **Create an Executed Document** in Concord CLM ### From Concord CLM to Altoviz - When **New agreement** in Concord CLM then **Create Contact** in Altoviz - When **New agreement** in Concord CLM then **Create Customer** in Altoviz Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Altoviz and Concord CLM ## Triggers and actions 6 triggers · 51 actions - Trigger **Contact** Triggers when a contact is created, updated or deleted. - Trigger **Customer** Triggers when a customer is created, updated or deleted. - Trigger **Product** Triggers when a product is created, updated or deleted. - Trigger **Sales Invoice** Triggers when a sales invoice is created, updated or deleted. - Trigger **Sales Quote** Triggers when a sales quote is created, updated or deleted. - Action **Create Contact** Creates a new contact. - Action **Create Customer** Creates a new customer. - Action **Create Customer Family** Creates a new customer family. - Action **Create Draft Sales Invoice** Creates a new draft sales invoice. - Action **Create Product Family** Creates a new product family. - Action **Create Receipt** Creates a new receipt. - Action **Create Sales Credit** Creates a new sales credit. - Action **Create Sales Quote** Creates a new sales quote. - Action **Create Supplier** Creates a new supplier. - Action **Delete Contact** Delete an existing contact. - Action **Delete Customer** Delete an existing customer. - Action **Delete Customer Family** Delete an existing customer family. - Action **Delete Product** Delete an existing product. - Action **Delete Product Family** Delete an existing product family. - Action **Delete Receipt** Delete an existing receipt. - Action **Delete Sales Credit** Delete an existing sales credit. - Action **Delete Sales Invoice** Delete an existing draft sales invoice. - Action **Delete Sales Quote** Delete an existing sales quote. - Action **Delete Supplier** Delete an existing supplier. - Action **Download Purchase Invoice** Download a purchase invoice. - Action **Download Sales Invoice** Download a sales invoice. - Action **Download Sales Quote** Download a sales quote. - Action **Find Contact** Find a contact by email, optionally create a contact if none is found. - Action **Find Product** Find a product by number, optionally create a product if none is found. - Action **Get Customer Family** Returns a customer family by its id: label, number and internal id. - Action **Get Product Family** Returns a product family by its id: label and number. - Action **Get Settings** Returns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings). - Action **Update Customer** Update an existing customer. - Action **Update Product** Update an existing product. - Action **Update Receipt** Update an existing receipt. - Action **Update Supplier** Update an existing supplier. - Action **Upload Purchase Invoice** Upload a purchase invoice. - Trigger **New agreement** Triggers when a new agreement appears in the selected Concord organization. - Action **Add agreement** Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers. - Action **Add attachment** Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment. - Action **Add folder** Creates a new folder inside an existing folder of a Concord organization and returns the new folder. - Action **Add member to agreement** Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status. - Action **Create a New Document From a Template** Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it. - Action **Create an Executed Document** Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers. - Action **Create webhook - Document Fully Approved** Creates a Concord webhook integration that calls the given URL when an agreement is fully approved. - Action **Create webhook - Document Fully Signed** Creates a Concord webhook integration that calls the given address when an agreement is fully signed. - Action **Create webhook - Signature Provided** Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement. - Action **Delete agreement** Permanently deletes an agreement from a Concord organization. - Action **Get agreement** Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found. - Action **Get agreement PDF** Downloads the PDF of a Concord agreement. - Action **List agreements** Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text. - Action **List automated templates** Returns the automated templates available in a Concord organization, with each template's id, title and description. - Action **List folders** Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts. - Action **List organizations** Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it. - Action **Move agreement** Moves an agreement into a different folder in a Concord organization. - Action **Request signature** Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order. - Action **Update agreement** Updates the status of an existing Concord agreement, setting it to Signing or Broken. ## Each app on its own - [ **Altoviz** Altoviz is an invoicing and accounting app for small businesses.](https://apiant.ai/connections/altoviz) - [ **Concord CLM** Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage -...](https://apiant.ai/connections/concord-clm) Reviews ## What our customers say ## More from Altoviz - [ **Altoviz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/altoviz-to-hubspot) - [ **Altoviz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/altoviz-to-salesforce) - [ **Altoviz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/altoviz-to-slack) - [ **Altoviz to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/altoviz-to-google-sheets) - [ **Altoviz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/altoviz-to-gmail) - [ **Altoviz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/altoviz-to-google-calendar) ## More into Concord CLM - [ **ActiveCampaign to Concord CLM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-concord-clm) - [ **Airtable to Concord CLM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-concord-clm) - [ **Asana to Concord CLM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-concord-clm) - [ **ClickUp to Concord CLM** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-concord-clm) - [ **Brevo to Concord CLM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-concord-clm) - [ **Calendly to Concord CLM** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-concord-clm) Questions ## Altoviz and Concord CLM, answered ### ### What can start an automation from Altoviz? Any of Altoviz's 5 triggers in the catalog, including Contact, Customer, Product and Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Concord CLM when something happens in Altoviz? Any of Concord CLM's 19 actions, including Create a New Document From a Template, Create an Executed Document, Create webhook - Document Fully Approved and Create webhook - Document Fully Signed. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Concord CLM to Altoviz? Yes. When something happens in Concord CLM, your agent can act in Altoviz too. This page covers both directions: Concord CLM's triggers and Altoviz's actions are listed here as well. ### ### Do I have to build a connector for Altoviz or Concord CLM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Altoviz and Concord CLM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.