--- title: "Connect Concord CLM and OnceHub - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Create Contact\" in OnceHub." canonical: "https://apiant.ai/connect/concord-clm-to-oncehub" --- # Connect Concord CLM and OnceHub When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Create Contact** in [OnceHub](https://apiant.ai/connections/oncehub), or **Booking Completed** in OnceHub 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. Concord CLM **1** trigger Concord CLM **18** actions OnceHub **15** triggers OnceHub **17** 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 OnceHub 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 OnceHub can do together ### From Concord CLM to OnceHub - When **New agreement** in Concord CLM then **Create Contact** in OnceHub - When **New agreement** in Concord CLM then **Update Contact** in OnceHub ### From OnceHub to Concord CLM - When **Booking Completed** in OnceHub then **Create a New Document From a Template** in Concord CLM - When **Contact Updated** in OnceHub then **Create an Executed Document** 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 OnceHub ## Triggers and actions 16 triggers · 35 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 **Booking Canceled** Triggers when a OnceHub booking is canceled by the customer or by someone on your team. - Trigger **Booking Cancelled and Rescheduled** Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page. - Trigger **Booking Completed** Triggers when a OnceHub booking's end time has passed and the meeting is marked completed. - Trigger **Booking Lifecycle Event** Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it. - Trigger **Booking No-Show** Triggers when a OnceHub booking is marked as a no-show. - Trigger **Booking Rescheduled** Triggers when a OnceHub booking is rescheduled to a new time. - Trigger **Booking Scheduled** Triggers when a new OnceHub booking is scheduled. - Trigger **Contact Captured** Triggers when a new contact is captured in OnceHub. - Trigger **Contact Lifecycle Event** Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place. - Trigger **Contact Updated** Triggers when an existing OnceHub contact is updated. - Trigger **Conversation Abandoned** Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned. - Trigger **Conversation Closed** Triggers when a OnceHub chatbot conversation is closed. - Trigger **Conversation Lifecycle Event** Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it. - Trigger **Conversation Started** Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts. - Trigger **Reassigned Booking** Triggers when a OnceHub booking is reassigned to a different host. - Action **Cancel Booking** Cancels a OnceHub booking, optionally with a reason and without emailing the customer. - Action **Create Contact** Creates a new contact in OnceHub. Give at least an email address or a mobile number. - Action **Create One-Time Booking Link** Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration. - Action **Delete Contact** Deletes a contact from OnceHub. - Action **Find Contact** Finds a OnceHub contact by email address. - Action **Get Available Time Slots** Returns the open meeting times on a OnceHub booking calendar for the window you choose. - Action **Get Booking Calendar** Returns one OnceHub booking calendar with its host, public link and meeting length. - Action **Get Booking Details** Returns one OnceHub booking with its time, customer details and booking form answers. - Action **Get Contact** Returns one OnceHub contact with its details and custom fields. - Action **Get Contact's Future Meetings** Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give. - Action **List Booking Calendars** Lists the booking calendars in your OnceHub account. - Action **List Bookings** Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range. - Action **List Contacts** Lists the contacts in your OnceHub account, with optional email and date filters. - Action **Mark Booking as No-Show** Marks a OnceHub booking as a no-show. - Action **Reassign Booking** Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use. - Action **Request Reschedule** Asks the customer to pick a new time for a OnceHub booking, optionally telling them why. - Action **Update Contact** Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value. ## 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) - [ **OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connections/oncehub) 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 OnceHub - [ **Alegra to OnceHub** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connect/alegra-to-oncehub) - [ **Breeze to OnceHub** Breeze is a simple project management tool that enables teams to plan, track and organize their work.](https://apiant.ai/connect/breeze-to-oncehub) - [ **Google Sheets to OnceHub** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-oncehub) - [ **Google Calendar to OnceHub** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-oncehub) - [ **Google Drive to OnceHub** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-oncehub) - [ **Notion to OnceHub** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-oncehub) Questions ## Concord CLM and OnceHub, 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 OnceHub when something happens in Concord CLM? Any of OnceHub's 17 actions, including Create Contact, Create One-Time Booking Link, Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OnceHub to Concord CLM? Yes. When something happens in OnceHub, your agent can act in Concord CLM too. This page covers both directions: OnceHub's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or OnceHub? 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 OnceHub 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.