--- title: "Connect Concord CLM and Smartsheet via API Token - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Add rows\" in Smartsheet via API Token." canonical: "https://apiant.ai/connect/concord-clm-to-smartsheet-via-api-token" --- # Connect Concord CLM and Smartsheet via API Token When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Add rows** in [Smartsheet via API Token](https://apiant.ai/connections/smartsheet-via-api-token), or **New favorite** in Smartsheet via API Token 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 Smartsheet via API Token **9** triggers Smartsheet via API Token **94** 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 Smartsheet via API Token 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 Smartsheet via API Token can do together ### From Concord CLM to Smartsheet via API Token - When **New agreement** in Concord CLM then **Add rows** in Smartsheet via API Token - When **New agreement** in Concord CLM then **Create a discussion on a row** in Smartsheet via API Token ### From Smartsheet via API Token to Concord CLM - When **New favorite** in Smartsheet via API Token then **Create a New Document From a Template** in Concord CLM - When **New row** in Smartsheet via API Token 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 Smartsheet via API Token ## Triggers and actions 10 triggers · 112 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 contacts** List contacts - Trigger **List dashboards** List dashboards - Trigger **List org groups** List org groups - Trigger **List reports** List reports - Trigger **List sheets** List sheets - Trigger **List workspaces** List workspaces - Trigger **New favorite** Triggers when a new item is added to your favorites. - Trigger **New row** Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication. - Trigger **New search result** Triggers when a new item matches your search query. - Action **Add columns** Add columns - Action **Add favorites** Add favorites - Action **Add image to cell** Add image to cell - Action **Add rows** Add one or more rows to a sheet. Provide an array of row objects with cells. - Action **Add summary fields** Add summary fields - Action **Attach file or URL to comment** Attach file or URL to comment - Action **Attach file or URL to row** Attach file or URL to row - Action **Attach file or URL to sheet** Attach file or URL to sheet - Action **Attach new version** Attach new version - Action **Copy folder** Copy folder - Action **Copy rows to another sheet** Copy rows to another sheet - Action **Copy sheet** Copy sheet - Action **Copy workspace** Copy workspace - Action **Create a comment** Create a comment - Action **Create a discussion on a row** Create a discussion on a row - Action **Create an update request** Create an update request - Action **Create cross-sheet references** Create cross-sheet references - Action **Create discussion** Create discussion - Action **Create folder** Create a folder in the user's Home. - Action **Create folder in workspace** Create folder in workspace - Action **Create proof** Create proof - Action **Create proof discussion** Create proof discussion - Action **Create proof request** Create proof request - Action **Create sheet** Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace. - Action **Create sheet in folder** Create sheet in folder - Action **Create sheet in workspace** Create sheet in workspace - Action **Create workspace** Create workspace - Action **Delete a comment** Delete a comment - Action **Delete a discussion** Delete a discussion - Action **Delete an update request** Delete an update request - Action **Delete attachment** Delete attachment - Action **Delete column** Delete column - Action **Delete favorites** Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list. - Action **Delete folder** Delete folder - Action **Delete report** Delete report - Action **Delete rows** Delete rows - Action **Delete sent update request** Delete sent update request - Action **Delete sheet** Delete a sheet by id. - Action **Delete summary fields** Delete summary fields - Action **Delete workspace** Delete workspace - Action **Edit a comment** Edit a comment - Action **Get a comment** Get a comment - Action **Get an update request** Get an update request - Action **Get attachment** Get attachment - Action **Get column** Get column - Action **Get contact** Get contact - Action **Get cross-sheet reference** Get cross-sheet reference - Action **Get discussion** Get discussion - Action **Get folder metadata** Get folder metadata - Action **Get proof** Get proof - Action **Get report** Get report - Action **Get row** Get a single row from a sheet by row id. - Action **Get sent update request** Get sent update request - Action **Get sheet** Get a sheet by id, including its rows and columns. - Action **Get sheet summary** Get sheet summary - Action **Get summary fields** Get summary fields - Action **Get user** Get user - Action **Get workspace** Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level. - Action **Is favorite** Is favorite - Action **List attachments** List attachments - Action **List columns** List all columns of a sheet. - Action **List contents** List contents - Action **List cross-sheet references** List cross-sheet references - Action **List discussion attachments** List discussion attachments - Action **List discussions** List discussions - Action **List discussions with a row** List discussions with a row - Action **List folder children** List folder children - Action **List folders** List the folders in the user's Home. - Action **List proof attachments** List proof attachments - Action **List proofs** List proofs - Action **List row attachments** List row attachments - Action **List sheet rows** Convenience read: returns the rows of a sheet (the full sheet object with rows and columns). - Action **List sheets** List all sheets the user has access to. - Action **Lists sent update requests** Lists sent update requests - Action **List update requests** List update requests - Action **List workspace children** List workspace children - Action **List workspaces** List all workspaces the user has access to. - Action **Move folder** Move folder - Action **Move rows to another sheet** Move rows to another sheet - Action **Move sheet** Move sheet - Action **Search** Search across all sheets the user can access for the given text. - Action **Search sheet** Search a specific sheet for the given text. - Action **Send report via email** Send report via email - Action **Send rows via email** Send rows via email - Action **Send sheet via email** Send sheet via email - Action **Sort rows in sheet** Sort rows in sheet - Action **Update an update request** Update an update request - Action **Update column** Update column - Action **Update folder** Update folder - Action **Update proof status** Update proof status - Action **Update rows** Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells. - Action **Update sheet** Update sheet - Action **Update summary fields** Update summary fields - Action **Update workspace** Update workspace ## 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) - [ **Smartsheet via API Token** Smartsheet is a work management and collaboration platform.](https://apiant.ai/connections/smartsheet-via-api-token) 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 Smartsheet via API Token - [ **Emailchef to Smartsheet via API Token** Emailchef is an email marketing platform that allows you to create, send and analyze mass emails and...](https://apiant.ai/connect/emailchef-to-smartsheet-via-api-token) - [ **HubSpot to Smartsheet via API Token** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartsheet-via-api-token) - [ **Salesforce to Smartsheet via API Token** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartsheet-via-api-token) - [ **Google Sheets to Smartsheet via API Token** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-smartsheet-via-api-token) - [ **Google Drive to Smartsheet via API Token** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-smartsheet-via-api-token) - [ **Mailchimp to Smartsheet via API Token** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-smartsheet-via-api-token) Questions ## Concord CLM and Smartsheet via API Token, 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 Smartsheet via API Token when something happens in Concord CLM? Any of Smartsheet via API Token's 94 actions, including Create a comment, Create a discussion on a row, Create an update request and Create cross-sheet references. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Smartsheet via API Token to Concord CLM? Yes. When something happens in Smartsheet via API Token, your agent can act in Concord CLM too. This page covers both directions: Smartsheet via API Token's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or Smartsheet via API Token? 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 Smartsheet via API Token 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.