--- title: "Connect Biyo POS and Concord CLM - APIANT.ai" description: "When \"New Category\" fires in Biyo POS, your agent runs \"Create a New Document From a Template\" in Concord CLM." canonical: "https://apiant.ai/connect/biyo-pos-to-concord-clm" --- # Connect Biyo POS and Concord CLM When **New Category** fires in [Biyo POS](https://apiant.ai/connections/biyo-pos), 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 Terminal** in Biyo POS. Describe the whole flow and it is built, tested on every scenario and kept running. Biyo POS **5** triggers Biyo POS **5** actions Concord CLM **1** trigger Concord CLM **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Biyo POS 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 Biyo POS and Concord CLM can do together ### From Biyo POS to Concord CLM - When **New Category** in Biyo POS then **Create a New Document From a Template** in Concord CLM - When **New Product** in Biyo POS then **Create an Executed Document** in Concord CLM ### From Concord CLM to Biyo POS - When **New agreement** in Concord CLM then **Create Terminal** in Biyo POS - When **New agreement** in Concord CLM then **Find Product** in Biyo POS 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 Biyo POS and Concord CLM ## Triggers and actions 6 triggers · 23 actions - Trigger **New Category** Triggers when a new category is added to your Biyo POS account. - Trigger **New Product** Triggers when a new active product is added in Biyo POS. - Trigger **New Store** Triggers when a new store is added to your Biyo POS account. - Trigger **New Tax Rate** Triggers when a new tax rate is added to your Biyo POS account. - Trigger **New Terminal** Triggers when a new POS terminal (register or kiosk) is added to your Biyo POS account. - Action **Create Terminal** Registers a new POS terminal in one of your Biyo stores and returns the created terminal. - Action **Find Product** Finds active products whose name contains the search text or whose barcode matches it exactly. - Action **Find Store** Finds a store (location) on your Biyo account by its name. - Action **Find Tax Rate** Finds a tax rate in your Biyo POS account by its name and returns its id and percentage. - Action **Find Terminal** Finds a POS terminal (register or kiosk) by its name and returns its details. - 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 **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 - [ **Biyo POS** Biyo POS is a point-of-sale system designed to streamline sales, inventory, and customer management for...](https://apiant.ai/connections/biyo-pos) - [ **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 Biyo POS - [ **Biyo POS to NileDesk** NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales...](https://apiant.ai/connect/biyo-pos-to-niledesk) - [ **Biyo POS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/biyo-pos-to-hubspot) - [ **Biyo POS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/biyo-pos-to-salesforce) - [ **Biyo POS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/biyo-pos-to-slack) - [ **Biyo POS to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/biyo-pos-to-google-sheets) - [ **Biyo POS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/biyo-pos-to-gmail) ## 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 ## Biyo POS and Concord CLM, answered ### ### What can start an automation from Biyo POS? Any of Biyo POS's 5 triggers in the catalog, including New Category, New Product, New Store and New Tax Rate. 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 Biyo POS? Any of Concord CLM's 18 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 Biyo POS? Yes. When something happens in Concord CLM, your agent can act in Biyo POS too. This page covers both directions: Concord CLM's triggers and Biyo POS's actions are listed here as well. ### ### Do I have to build a connector for Biyo POS 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 Biyo POS 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.