--- title: "Connect Datalyse and Shade - APIANT.ai" description: "When \"Lead Updated\" fires in Datalyse, your agent runs \"Copy a File\" in Shade, or \"Asset Updated\" in Shade to \"Add Note to an Existing Lead\" in Datalyse." canonical: "https://apiant.ai/connect/datalyse-to-shade" --- # Connect Datalyse and Shade When **Lead Updated** fires in [Datalyse](https://apiant.ai/connections/datalyse), your agent runs **Copy a File** in [Shade](https://apiant.ai/connections/shade), or **Asset Updated** in Shade to **Add Note to an Existing Lead** in Datalyse. Describe the whole flow and it is built, tested on every scenario and kept running. Datalyse **2** triggers Datalyse **6** actions Shade **7** triggers Shade **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Datalyse and Shade 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 Datalyse and Shade can do together ### From Datalyse to Shade - When **Lead Updated** in Datalyse then **Copy a File** in Shade - When **New Lead** in Datalyse then **Share File or Folder** in Shade ### From Shade to Datalyse - When **Asset Updated** in Shade then **Add Note to an Existing Lead** in Datalyse - When **New Asset** in Shade then **Create New Lead** in Datalyse 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 Datalyse and Shade ## Triggers and actions 9 triggers · 13 actions - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. - Trigger **Asset Updated** Triggers when an asset in the Shade drive and folder you select is added or changed. - Trigger **New Asset** Triggers when a new asset appears in the Shade drive and folder you select. - Trigger **New Collection** Triggers when a new collection is created in the Shade drive you select. - Trigger **New Drive** Triggers when a new drive is created in the Shade workspace you select. - Trigger **New Public Share Link** Triggers when a new public share link is created in the Shade drive you select. - Trigger **New Transcription** Triggers when an asset in the Shade drive and folder you select finishes transcription. - Trigger **Public Share Link Updated** Triggers when a public share link in the Shade drive you select is created or changed. - Action **Copy a File** Copies a file or folder to another location within the same Shade drive. - Action **Create Folder** Creates a folder at the path you supply in a Shade drive. - Action **Find an Asset** Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters. - Action **Get Public Links for a File or Folder** Returns the public share links that exist for a file or folder in a Shade drive. - Action **Search Asset Chunks** Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type. - Action **Search for an Asset by Description** Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index. - Action **Share File or Folder** Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation. ## Each app on its own - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) - [ **Shade** Shade is an AI-powered cloud NAS for media teams that enables real-time editing, natural language search...](https://apiant.ai/connections/shade) Reviews ## What our customers say ## More from Datalyse - [ **Datalyse to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/datalyse-to-hubspot) - [ **Datalyse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/datalyse-to-salesforce) - [ **Datalyse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/datalyse-to-slack) - [ **Datalyse to Google Sheets** Google Sheets](https://apiant.ai/connect/datalyse-to-google-sheets) - [ **Datalyse to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/datalyse-to-gmail) - [ **Datalyse to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/datalyse-to-google-calendar) ## More into Shade - [ **HubSpot to Shade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shade) - [ **Salesforce to Shade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shade) - [ **Slack to Shade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-shade) - [ **Google Sheets to Shade** Google Sheets](https://apiant.ai/connect/google-sheets-to-shade) - [ **Gmail to Shade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shade) - [ **Google Calendar to Shade** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-shade) Questions ## Datalyse and Shade, answered ### ### What can start an automation from Datalyse? Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Shade when something happens in Datalyse? Any of Shade's 7 actions, including Create Folder, Copy a File, Find an Asset and Get Public Links for a File or Folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Shade to Datalyse? Yes. When something happens in Shade, your agent can act in Datalyse too. This page covers both directions: Shade's triggers and Datalyse's actions are listed here as well. ### ### Do I have to build a connector for Datalyse or Shade? 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 Datalyse and Shade 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.