--- title: "Connect Concord CLM and Plug&Pay - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Add Order Comment\" in Plug&Pay." canonical: "https://apiant.ai/connect/concord-clm-to-plug-pay" --- # Connect Concord CLM and Plug&Pay When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Add Order Comment** in [Plug&Pay](https://apiant.ai/connections/plug-pay), or **New Order** in Plug&Pay 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 Plug&Pay **3** triggers Plug&Pay **31** 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 Plug&Pay 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 Plug&Pay can do together ### From Concord CLM to Plug&Pay - When **New agreement** in Concord CLM then **Add Order Comment** in Plug&Pay - When **New agreement** in Concord CLM then **Update Order Payment Status** in Plug&Pay ### From Plug&Pay to Concord CLM - When **New Order** in Plug&Pay then **Create a New Document From a Template** in Concord CLM - When **New Product** in Plug&Pay 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 Plug&Pay ## Triggers and actions 4 triggers · 49 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 **New Order** Triggers when a new order is placed in your Plug&Pay account. - Trigger **New Product** Triggers when a new product is added to your Plug&Pay account. - Trigger **New Subscription** Triggers when a new subscription or installment plan starts in your Plug&Pay account. - Action **Add Order Comment** Adds an internal note to an order. Buyers do not see it. - Action **Add Subscription Comment** Adds an internal note to a subscription. Subscribers do not see it. - Action **Cancel Subscription** Cancels a subscription, optionally from a later date and with a reason. - Action **Clone Checkout** Makes a copy of a checkout page and returns the new checkout's ID. - Action **Clone Product** Makes a copy of an existing product and returns the new product's ID. - Action **Create Product Price** Adds a price to a product in your Plug&Pay account and returns the price ID. - Action **Delete Checkout** Deletes a checkout page from your Plug&Pay account. - Action **Delete Order** Deletes an order from your Plug&Pay account. - Action **Delete Product** Deletes a product from your Plug&Pay account. - Action **Delete Product Price** Removes a price from a product in your Plug&Pay account. - Action **Delete Promotion** Deletes a promotion from your Plug&Pay account. - Action **Delete Subscription** Deletes a subscription from your Plug&Pay account. - Action **Extend Subscription** Moves a subscription's next billing date later, extending the current period. - Action **Find Checkouts** Searches the checkout pages in your Plug&Pay account by name, product or status. - Action **Find Orders** Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters. - Action **Find Products** Searches the products in your Plug&Pay account by title, SKU, type, group and other filters. - Action **Find Promotions** Searches the promotions in your Plug&Pay account by name or product. - Action **Find Subscriptions** Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters. - Action **Get Checkout** Returns a checkout page from your Plug&Pay account by its ID. - Action **Get Order** Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more. - Action **Get Order Payment** Returns the payment of an order: its status, method, provider and amounts. - Action **Get Product** Returns a product from your Plug&Pay account by its ID. - Action **Get Product Price** Returns one price of a product in your Plug&Pay account. - Action **Get Promotion** Returns a promotion from your Plug&Pay account by its ID. - Action **Get Subscription** Returns a subscription from your Plug&Pay account by its ID. - Action **List Order Comments** Returns the internal notes on an order. - Action **List Product Prices** Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence. - Action **Refund Order** Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded. - Action **Resume Subscription** Resumes a cancelled subscription so it renews again. - Action **Update Order Payment Status** Sets the payment status of an order, for example to mark it as paid. - Action **Update Product Price** Changes a price on a product in your Plug&Pay account. Fields left blank are not changed. ## 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) - [ **Plug&Pay** Plug&Pay is the all-in-one system for your checkout pages, upsell processes and online subscriptions.](https://apiant.ai/connections/plug-pay) 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 Plug&Pay - [ **HubSpot to Plug&Pay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plug-pay) - [ **Google Sheets to Plug&Pay** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plug-pay) - [ **Gmail to Plug&Pay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plug-pay) - [ **Google Calendar to Plug&Pay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plug-pay) - [ **Google Drive to Plug&Pay** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plug-pay) - [ **Mailchimp to Plug&Pay** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-plug-pay) Questions ## Concord CLM and Plug&Pay, 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 Plug&Pay when something happens in Concord CLM? Any of Plug&Pay's 31 actions, including Create Product Price, Update Order Payment Status, Update Product Price and Add Order Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plug&Pay to Concord CLM? Yes. When something happens in Plug&Pay, your agent can act in Concord CLM too. This page covers both directions: Plug&Pay's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or Plug&Pay? 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 Plug&Pay 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.