Integration
Connect Concord CLM and Karlia
When New agreement fires in Concord CLM, your agent runs Create Contact in Karlia, or New Contact in Karlia to Create a New Document From a Template in Concord CLM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Concord CLM and Karlia to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Concord CLM and Karlia can do together
From Concord CLM to Karlia
When New agreement in Concord CLM
then Create Contact in Karlia
From Karlia to 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 Karlia
Triggers and actions 22 triggers · 58 actions
- New agreement
Triggers when a new agreement appears in the selected Concord organization.
- 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.
- Add attachment
Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.
- Add folder
Creates a new folder inside an existing folder of a Concord organization and returns the new folder.
- 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.
- 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.
- 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.
- Create webhook - Document Fully Approved
Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.
- Create webhook - Document Fully Signed
Creates a Concord webhook integration that calls the given address when an agreement is fully signed.
- Create webhook - Signature Provided
Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.
- Delete agreement
Permanently deletes an agreement from a Concord organization.
- 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.
- Get agreement PDF
Downloads the PDF of a Concord agreement.
- List agreements
Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.
- List automated templates
Returns the automated templates available in a Concord organization, with each template's id, title and description.
- List folders
Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.
- List organizations
Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.
- Move agreement
Moves an agreement into a different folder in a Concord organization.
- 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.
- Update agreement
Updates the status of an existing Concord agreement, setting it to Signing or Broken.
- Delete Equipment
Triggers when an equipement is deleted.
- Delete Event
Triggers when an event is deleted.
- Delete Note
Triggers when a note is deleted.
- Delete Opportunity
Triggers when an opportunity is deleted.
- Delete Product
Triggers when a product is deleted.
- Delete Project
Triggers when a project is deleted.
- Delete Project Subtask
Triggers when a project subtask is deleted.
- Delete Project Task
Triggers when a project task is deleted.
- Delete Task
Triggers when a task is deleted.
- Delete Ticket
Triggers when a ticket is deleted.
- Delete Time
Triggers when a time is deleted.
- New Contact
Triggers when a new contact is created.
- New Equipment
Triggers when a new equipment is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Product
Triggers when a new product is created.
- New Project
Triggers when a new project is created.
- New Project Subtask
Triggers when a new project subtask is created.
- New Project Task
Triggers when a new project task is created.
- New Task
Triggers when a new task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time
Triggers when a new time is created.
- Create Contact
Adds a new contact to a Karlia customer or supplier.
- Create Customer
Create a Customer.
- Create Equipment
Create a Equipment.
- Create Event
Create an Event.
- Create Note
Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
- Create Opportunity
Create an Opportunity.
- Create Product
Create a Product.
- Create Project Subtask
Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
- Create Project Task
Creates a task inside a Karlia project.
- Create Supplier
Create a Supplier.
- Create Task
Create a Task.
- Create Ticket
Creates a ticket in a Karlia ticketing pipeline.
- Create Time
Create a Time.
- Delete Equipment
Deletes a piece of equipment from Karlia.
- Delete Event
Delete an event (calendar appointment) in Karlia.
- Delete Note
Delete a note in Karlia by its ID.
- Delete Opportunity
Deletes an opportunity.
- Delete Product
Delete a product in Karlia.
- Delete Project
Delete a project in Karlia.
- Delete Project Subtask
Deletes a subtask from a project task in Karlia.
- Delete Project Task
Deletes a task from a Karlia project.
- Delete Task
Delete a task in Karlia.
- Delete Ticket
Deletes a ticket in Karlia by its ID.
- Delete Time
Delete a time entry in Karlia.
- Find Contact
Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
- Find Customer
Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.
- Find Supplier
Returns the Karlia suppliers that match the specified search criteria.
- Get Contact
Show contact details
- Get Customer
Show customer details
- Get Opportunity
Show opportunity details
- Get Product
Show product details
- Get Project Subtask
Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
- Get Supplier
Show supplier details
- Get Ticket
Retrieve one Karlia ticket by its ID.
- Get Time
Get one time entry from Karlia by its ID.
- List Projects
Lists the projects in your Karlia account.
- List Project Tasks
Lists the tasks of one Karlia project.
- List Webhook Events
Lists the event names a Karlia webhook can subscribe to.
- Update/Create Customer
Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Concord CLM
Concord CLM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Concord CLM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Concord CLM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Concord CLM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Concord CLM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Concord CLM to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Karlia
Channels to KarliaChannels is a data-driven phone system that lets you make and take calls directly in the browser.
Google Drive to KarliaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Concord CLM and Karlia, 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 Karlia when something happens in Concord CLM?
Any of Karlia's 39 actions, including Create Contact, Create Customer, Create Equipment and Create Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Karlia to Concord CLM?
Yes. When something happens in Karlia, your agent can act in Concord CLM too. This page covers both directions: Karlia's triggers and Concord CLM's actions are listed here as well.
Do I have to build a connector for Concord CLM or Karlia?
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 Karlia 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.