--- title: "Connect Concord CLM and Recruiterflow - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Add contact\" in Recruiterflow." canonical: "https://apiant.ai/connect/concord-clm-to-recruiterflow" --- # Connect Concord CLM and Recruiterflow When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Add contact** in [Recruiterflow](https://apiant.ai/connections/recruiterflow), or **Deal Stage Changed** in Recruiterflow 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 Recruiterflow **6** triggers Recruiterflow **19** 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 Recruiterflow 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 Recruiterflow can do together ### From Concord CLM to Recruiterflow - When **New agreement** in Concord CLM then **Add contact** in Recruiterflow - When **New agreement** in Concord CLM then **Add deal** in Recruiterflow ### From Recruiterflow to Concord CLM - When **Deal Stage Changed** in Recruiterflow then **Create a New Document From a Template** in Concord CLM - When **New Candidate Created** in Recruiterflow 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 Recruiterflow ## Triggers and actions 7 triggers · 37 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 **Deal Stage Changed** Triggers when a deal moves to a new pipeline stage in Recruiterflow. - Trigger **New Candidate Created** Triggers when a new candidate is added to Recruiterflow. - Trigger **New Contact Created** Triggers when a new contact is added in Recruiterflow. - Trigger **New Deal Created** Triggers when a new deal is created in Recruiterflow. - Trigger **Placement Record Created** Triggers when a new placement record is created in Recruiterflow. - Trigger **Placement Record Updated** Triggers when a placement record is created or edited in Recruiterflow. - Action **Add call** Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs. - Action **Add candidate note** Adds a note to a candidate record in Recruiterflow. - Action **Add candidate to job** Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied. - Action **Add contact** Creates a contact in Recruiterflow and returns the new contact's id. - Action **Add deal** Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values. - Action **Get candidate** Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields. - Action **Get client** Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields. - Action **Get contact** Returns a contact's full record, including company, notes and custom fields. - Action **Get deal** Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields. - Action **List candidates** Returns all candidates in the Recruiterflow account, optionally with their files and notes. - Action **List contacts** Returns the contacts in your Recruiterflow account with their details and custom fields. - Action **List jobs** Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields. - Action **List users** Returns all users in the Recruiterflow account, with their names, emails and roles. - Action **Update candidate** Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed. - Action **Update candidate stage** Moves a candidate to a stage in a job's pipeline in Recruiterflow. - Action **Update client** Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields. - Action **Update contact** Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value. - Action **Update deal** Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields. - Action **Update job** Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields. ## 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) - [ **Recruiterflow** Recruiterflow is a modern recruiting software that helps ambitious recruiting and staffing businesses to be...](https://apiant.ai/connections/recruiterflow) 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 Recruiterflow - [ **HubSpot to Recruiterflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recruiterflow) - [ **Google Sheets to Recruiterflow** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-recruiterflow) - [ **Gmail to Recruiterflow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-recruiterflow) - [ **Google Calendar to Recruiterflow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-recruiterflow) - [ **Google Drive to Recruiterflow** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-recruiterflow) - [ **Mailchimp to Recruiterflow** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recruiterflow) Questions ## Concord CLM and Recruiterflow, 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 Recruiterflow when something happens in Concord CLM? Any of Recruiterflow's 19 actions, including Update candidate, Update candidate stage, Update client and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recruiterflow to Concord CLM? Yes. When something happens in Recruiterflow, your agent can act in Concord CLM too. This page covers both directions: Recruiterflow's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or Recruiterflow? 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 Recruiterflow 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.