Integration
Connect Concord CLM and Zoho Sheet
When New agreement fires in Concord CLM, your agent runs Create Row in Zoho Sheet, or New or Updated Row (WorkDrive) in Zoho Sheet 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 Zoho Sheet to do together?
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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 Zoho Sheet can do together
From Concord CLM to Zoho Sheet
When New agreement in Concord CLM
then Create Row in Zoho Sheet
When New agreement in Concord CLM
then Create Row (WorkDrive) in Zoho Sheet
From Zoho Sheet to Concord CLM
When New or Updated Row (WorkDrive) in Zoho Sheet
then Create a New Document From a Template in Concord CLM
When New Row (WorkDrive) in Zoho Sheet
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 Zoho Sheet
Triggers and actions 6 triggers · 33 actions
Trigger
New agreementTriggers when a new agreement appears in the selected Concord organization.
Action
Add agreementCreates 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 attachmentUploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.
Action
Add folderCreates a new folder inside an existing folder of a Concord organization and returns the new folder.
Action
Add member to agreementInvites 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 TemplateCreates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.
Action
Create an Executed DocumentCreates 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 ApprovedCreates a Concord webhook integration that calls the given URL when an agreement is fully approved.
Action
Create webhook - Document Fully SignedCreates a Concord webhook integration that calls the given address when an agreement is fully signed.
Action
Create webhook - Signature ProvidedCreates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.
Action
Delete agreementPermanently deletes an agreement from a Concord organization.
Action
Get agreementReturns 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 agreementsReturns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.
Action
List automated templatesReturns the automated templates available in a Concord organization, with each template's id, title and description.
Action
List foldersReturns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.
Action
List organizationsReturns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.
Action
Move agreementMoves an agreement into a different folder in a Concord organization.
Action
Request signatureRequests 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 agreementUpdates the status of an existing Concord agreement, setting it to Signing or Broken.
Trigger
New or Updated Row (WorkDrive)Triggers when a new row is added or an existing row is modified in a specified worksheet.
Trigger
New Row (WorkDrive)Triggers when a new row is created in a specified worksheet.
Trigger
New WorkbookTriggered when a new workbook is created in Zoho Sheet.
Trigger
Updated ColumnFires when a cell inside the chosen column(s) of a Zoho Sheet worksheet is changed.
Trigger
Updated Column (WorkDrive)Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.
Action
Create RowAdds one or more rows to a worksheet in a Zoho Sheet workbook, matching values to columns by the header row.
Action
Create Row (WorkDrive)Adds one or more rows to a worksheet in a Zoho Sheet workbook (including workbooks stored in Zoho WorkDrive), matching values to the table's header columns.
Action
Create WorksheetAdds a new worksheet (tab) to a Zoho Sheet workbook.
Action
Create Worksheet (WorkDrive)Creates a new worksheet in the specified workbook.
Action
Delete RowDeletes a particular row based on its index.
Action
Delete Row (WorkDrive)Deletes a particular row based on its index.
Action
List WorksheetsLists the worksheets (tabs) in a workbook via worksheet.list.
Action
Search and Delete RowDeletes the row(s) in a Zoho Sheet worksheet that match a search criteria, removing them so the rows below move up.
Action
Search and Delete Row (WorkDrive)Finds the rows in a worksheet of a WorkDrive-stored Zoho Sheet workbook that match a search criteria and deletes them.
Action
Search and Update RowSearches and then updates a row based on some criteria.
Action
Search and Update Row (WorkDrive)Finds the rows in a Zoho Sheet worksheet (stored in WorkDrive) that match a criteria and updates them with new column values.
Action
Search RowReturns the rows of a Zoho Sheet worksheet that match the specified criteria.
Action
Search Row - Workdrive UsersReturns the rows of a Zoho Sheet worksheet (stored in WorkDrive) that match the specified criteria.
Action
Update RowUpdates one row of a Zoho Sheet worksheet, identified by its row number, with new values keyed by column header.
Action
Update Row (WorkDrive)Updates one row of a worksheet in a Zoho Sheet workbook stored in WorkDrive, identified by its row number, with new values keyed by column header.
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
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Questions
Concord CLM and Zoho Sheet, 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 Zoho Sheet when something happens in Concord CLM?
Any of Zoho Sheet's 15 actions, including Create Row, Create Row (WorkDrive), Create Worksheet and Create Worksheet (WorkDrive). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Sheet to Concord CLM?
Yes. When something happens in Zoho Sheet, your agent can act in Concord CLM too. This page covers both directions: Zoho Sheet's triggers and Concord CLM's actions are listed here as well.
Do I have to build a connector for Concord CLM or Zoho Sheet?
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 Zoho Sheet 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.