--- title: "Connect ChargeOver and Egnyte - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Add comment\" in Egnyte." canonical: "https://apiant.ai/connect/chargeover-to-egnyte" --- # Connect ChargeOver and Egnyte When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Add comment** in [Egnyte](https://apiant.ai/connections/egnyte), or **New File in Folder** in Egnyte to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Egnyte **2** triggers Egnyte **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and Egnyte 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 ChargeOver and Egnyte can do together ### From ChargeOver to Egnyte - When **Contact Was Updated** in ChargeOver then **Add comment** in Egnyte - When **Contact Was Updated** in ChargeOver then **Add user** in Egnyte ### From Egnyte to ChargeOver - When **New File in Folder** in Egnyte then **Create a Contact** in ChargeOver - When **List Folders** in Egnyte then **Create a Customer** in ChargeOver 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 ChargeOver and Egnyte ## Triggers and actions 3 triggers ยท 34 actions - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. - Trigger **List Folders** Triggers when a new subfolder appears inside the Egnyte folder you choose. - Trigger **New File in Folder** Triggers when a new file is added to the chosen Egnyte folder. - Action **Add comment** Adds a comment to a file or folder in Egnyte. - Action **Add link** Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings. - Action **Add user** Creates a new user in your Egnyte domain. - Action **Copy file or folder** Copies a file or folder in Egnyte to a destination path, optionally renaming it. - Action **Create Folder** Creates a new folder at the given path in Egnyte. - Action **Delete file or folder** Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder. - Action **Delete link** Deletes an Egnyte shared link so it can no longer be used. - Action **Download File** Downloads the contents of a file stored in Egnyte, optionally a specific earlier version. - Action **Find files by keyword** Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items. - Action **Get file or folder** Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata. - Action **Get user** Returns the details of one Egnyte user, including name, email, role, status and group memberships. - Action **Move file or folder** Moves a file or folder in Egnyte to a new location, optionally renaming it. - Action **Update user** Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed. - Action **Upload File** Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB). ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Egnyte** Egnyte enables users to easily and securely share files on-premises and in the cloud.](https://apiant.ai/connections/egnyte) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into Egnyte - [ **ActiveCampaign to Egnyte** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-egnyte) - [ **Airtable to Egnyte** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-egnyte) - [ **Asana to Egnyte** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-egnyte) - [ **ClickUp to Egnyte** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-egnyte) - [ **Discord to Egnyte** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-egnyte) - [ **Brevo to Egnyte** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-egnyte) Questions ## ChargeOver and Egnyte, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Egnyte when something happens in ChargeOver? Any of Egnyte's 14 actions, including Create Folder, Update user, Upload File and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Egnyte to ChargeOver? Yes. When something happens in Egnyte, your agent can act in ChargeOver too. This page covers both directions: Egnyte's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Egnyte? 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 ChargeOver and Egnyte 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.