Integration
Connect Attio and ShareFile
When List Entry Created fires in Attio, your agent runs Add Note in ShareFile, or New Client in ShareFile to Create or Update List Entry by Parent Record in Attio. 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 Attio and ShareFile to do together?
Ask the assistant
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 Attio and ShareFile can do together
From Attio to ShareFile
When List Entry Created in Attio
then Add Note in ShareFile
When List Entry Updated in Attio
then Add user in ShareFile
From ShareFile to Attio
When New Client in ShareFile
then Create or Update List Entry by Parent Record in Attio
When New Client in ShareFile
then Create or Update Record in Attio
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 Attio and ShareFile
Triggers and actions 8 triggers · 31 actions
Trigger
List Entry CreatedTriggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry DeletedTriggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry UpdatedTriggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record CreatedTriggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record DeletedTriggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record UpdatedTriggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task CreatedTriggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List EntryAdds a record to an Attio list as a new list entry and returns the entry.
Action
Create NoteCreates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent RecordAdds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update RecordCreates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create RecordCreates a new record on the chosen Attio object and returns it.
Action
Create Storage LocationAttaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create TaskCreates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List EntryRemoves an entry from an Attio list.
Action
Find List EntriesReturns the entries on an Attio list.
Action
Find RecordsSearches records on the chosen Attio object and returns the matches.
Action
Update List EntryUpdates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update RecordUpdates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update TaskUpdates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
Trigger
New ClientTriggers when a new client user is added to the ShareFile account.
Action
Add groupCreates a new distribution group in ShareFile, optionally shared and with initial member contacts.
Action
Add NoteCreates a note inside a ShareFile folder with a title and optional text.
Action
Add shareCreates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.
Action
Add URLAdds a web link (URL) item to a ShareFile folder.
Action
Add userCreates a new employee user in your ShareFile account and returns the new user.
Action
Copy itemCopies a file or folder into another ShareFile folder.
Action
Create Client UserCreates a new client user in your ShareFile account.
Action
Create FolderCreates a new folder inside a ShareFile parent folder and returns the new folder.
Action
Delete itemDeletes a file or folder from ShareFile.
Action
Find items by nameSearches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.
Action
Get file download linkReturns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents.
Action
Get itemReturns a single ShareFile item (file, folder, note or link) by its id.
Action
Get userReturns a ShareFile user by ID or email address, or the connected user when neither is given.
Action
List folder childrenReturns the files, folders, notes and links directly inside a ShareFile folder.
Action
List groupsReturns the distribution groups you have permission to view in your ShareFile account.
Action
List sharesReturns the outstanding Send and Request shares created by the connected ShareFile user.
Action
List usersReturns the employee users in your ShareFile account.
Action
Update itemUpdates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone.
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
Reviews
What our customers say
More from Attio
Attio to AmplitudeAmplitude is a product analytics service that makes it easier for companies to understand user behavior...
Attio to ChargebeeChargebee is a subscription management and recurring billing solution used by businesses to customize...
Attio to DreamdataDreamdata is a B2B revenue attribution platform.
Attio to FiberyFibery is the first work management software that fits and grows with your company.
Attio to SignWellSignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding...
Attio to TypeSafeTypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.
More into ShareFile
HubSpot to ShareFileHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ShareFileSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to ShareFileGoogle Sheets
Gmail to ShareFileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ShareFileGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ShareFileGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Attio and ShareFile, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ShareFile when something happens in Attio?
Any of ShareFile's 18 actions, including Create Client User, Create Folder, Update item and Add group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ShareFile to Attio?
Yes. When something happens in ShareFile, your agent can act in Attio too. This page covers both directions: ShareFile's triggers and Attio's actions are listed here as well.
Do I have to build a connector for Attio or ShareFile?
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 Attio and ShareFile 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.