--- title: "Connect Concord CLM and Egnyte - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Add comment\" in Egnyte, or \"New File in Folder\" in Egnyte to \"Add folder\" in Concord CLM." canonical: "https://apiant.ai/connect/concord-clm-to-egnyte" --- # Connect Concord CLM and Egnyte When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Add comment** in [Egnyte](https://apiant.ai/connections/egnyte), or **New File in Folder** in Egnyte to **Add folder** in Concord CLM. Describe the whole flow and it is built, tested on every scenario and kept running. Concord CLM **1** trigger Concord CLM **18** actions Egnyte **2** triggers Egnyte **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Concord CLM and Egnyte 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 Concord CLM and Egnyte can do together ### From Concord CLM to Egnyte - When **New agreement** in Concord CLM then **Add comment** in Egnyte - When **New agreement** in Concord CLM then **Add user** in Egnyte ### From Egnyte to Concord CLM - When **New File in Folder** in Egnyte then **Add folder** in Concord CLM - When **List Folders** in Egnyte then **Create a New Document From a Template** in Concord CLM 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 Concord CLM and Egnyte ## Triggers and actions 3 triggers · 32 actions - 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. - Trigger **List Folders** Triggers when a new subfolder appears inside the Egnyte folder you choose. - Trigger **New File in Folder** Triggers when a new file is added to the chosen Egnyte folder. - Action **Add comment** Adds a comment to a file or folder in Egnyte. - Action **Add link** Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings. - Action **Add user** Creates a new user in your Egnyte domain. - Action **Copy file or folder** Copies a file or folder in Egnyte to a destination path, optionally renaming it. - Action **Create Folder** Creates a new folder at the given path in Egnyte. - Action **Delete file or folder** Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder. - Action **Delete link** Deletes an Egnyte shared link so it can no longer be used. - Action **Download File** Downloads the contents of a file stored in Egnyte, optionally a specific earlier version. - Action **Find files by keyword** Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items. - Action **Get file or folder** Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata. - Action **Get user** Returns the details of one Egnyte user, including name, email, role, status and group memberships. - Action **Move file or folder** Moves a file or folder in Egnyte to a new location, optionally renaming it. - Action **Update user** Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed. - Action **Upload File** Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB). ## Each app on its own - [ **Concord CLM** Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage -...](https://apiant.ai/connections/concord-clm) - [ **Egnyte** Egnyte enables users to easily and securely share files on-premises and in the cloud.](https://apiant.ai/connections/egnyte) Reviews ## What our customers say ## More from Concord CLM - [ **Concord CLM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/concord-clm-to-hubspot) - [ **Concord CLM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/concord-clm-to-salesforce) - [ **Concord CLM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/concord-clm-to-slack) - [ **Concord CLM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/concord-clm-to-google-sheets) - [ **Concord CLM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/concord-clm-to-gmail) - [ **Concord CLM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/concord-clm-to-google-calendar) ## More into Egnyte - [ **ActiveCampaign to Egnyte** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-egnyte) - [ **Airtable to Egnyte** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-egnyte) - [ **Asana to Egnyte** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-egnyte) - [ **ClickUp to Egnyte** 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-egnyte) - [ **Discord to Egnyte** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-egnyte) - [ **Brevo to Egnyte** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-egnyte) Questions ## Concord CLM and Egnyte, answered ### ### What can start an automation from Concord CLM? Any of Concord CLM's 1 trigger in the catalog, including New agreement. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Egnyte when something happens in Concord CLM? Any of Egnyte's 14 actions, including Create Folder, Update user, Upload File and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Egnyte to Concord CLM? Yes. When something happens in Egnyte, your agent can act in Concord CLM too. This page covers both directions: Egnyte's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or Egnyte? 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 Concord CLM and Egnyte 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.