--- title: "Connect Debitura and ShareFile - APIANT.ai" description: "When \"New Case\" fires in Debitura, your agent runs \"Add Note\" in ShareFile, or \"New Client\" in ShareFile to \"Add Case Message\" in Debitura." canonical: "https://apiant.ai/connect/debitura-to-sharefile" --- # Connect Debitura and ShareFile When **New Case** fires in [Debitura](https://apiant.ai/connections/debitura), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/sharefile), or **New Client** in ShareFile to **Add Case Message** in Debitura. Describe the whole flow and it is built, tested on every scenario and kept running. Debitura **1** trigger Debitura **11** actions ShareFile **1** trigger ShareFile **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Debitura and ShareFile 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 Debitura and ShareFile can do together ### From Debitura to ShareFile - When **New Case** in Debitura then **Add Note** in ShareFile - When **New Case** in Debitura then **Add user** in ShareFile ### From ShareFile to Debitura - When **New Client** in ShareFile then **Add Case Message** in Debitura - When **New Client** in ShareFile then **Upload File to Case** in Debitura 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 Debitura and ShareFile ## Triggers and actions 2 triggers · 29 actions - Trigger **New Case** Triggers when a new collection case appears in your Debitura account. - Action **Add Case Message** Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it. - Action **Check Collection Eligibility** Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case. - Action **Create Case** Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it. - Action **Find Case** Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case. - Action **Find Payment** Finds one payment recorded on a Debitura case, by the payment's id, and returns it. - Action **Get Case Files** Returns the documents attached to a collection case. - Action **Get Case Messages** Returns the messages posted on a Debitura collection case, in the order they were sent. - Action **Get Case Timeline** Returns everything that has happened on a collection case, in order, plus the stage the case has reached. - Action **Get Contract Status** Returns whether the agreements needed to collect on a case have been signed yet. - Action **Preview Case** Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created. - Action **Upload File to Case** Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster. - Trigger **New Client** Triggers when a new client user is added to the ShareFile account. - Action **Add group** Creates a new distribution group in ShareFile, optionally shared and with initial member contacts. - Action **Add Note** Creates a note inside a ShareFile folder with a title and optional text. - Action **Add share** Creates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile. - Action **Add URL** Adds a web link (URL) item to a ShareFile folder. - Action **Add user** Creates a new employee user in your ShareFile account and returns the new user. - Action **Copy item** Copies a file or folder into another ShareFile folder. - Action **Create Client User** Creates a new client user in your ShareFile account. - Action **Create Folder** Creates a new folder inside a ShareFile parent folder and returns the new folder. - Action **Delete item** Deletes a file or folder from ShareFile. - Action **Find items by name** Searches ShareFile for files and folders whose name matches the text you enter, and returns the matching items. - Action **Get file download link** Returns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents. - Action **Get item** Returns a single ShareFile item (file, folder, note or link) by its id. - Action **Get user** Returns a ShareFile user by ID or email address, or the connected user when neither is given. - Action **List folder children** Returns the files, folders, notes and links directly inside a ShareFile folder. - Action **List groups** Returns the distribution groups you have permission to view in your ShareFile account. - Action **List shares** Returns the outstanding Send and Request shares created by the connected ShareFile user. - Action **List users** Returns the employee users in your ShareFile account. - Action **Update item** Updates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone. ## Each app on its own - [ **Debitura** Debitura is a platform that automates global debt collection—create cases free, track progress, and recover...](https://apiant.ai/connections/debitura) - [ **ShareFile** Securely send, store, and share files – plus discover document workflows designed to improve your client...](https://apiant.ai/connections/sharefile) Reviews ## What our customers say ## More from Debitura - [ **Debitura to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/debitura-to-hubspot) - [ **Debitura to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/debitura-to-salesforce) - [ **Debitura to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/debitura-to-slack) - [ **Debitura to Google Sheets** Google Sheets](https://apiant.ai/connect/debitura-to-google-sheets) - [ **Debitura to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/debitura-to-gmail) - [ **Debitura to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/debitura-to-google-calendar) ## More into ShareFile - [ **HubSpot to ShareFile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sharefile) - [ **Salesforce to ShareFile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sharefile) - [ **Google Sheets to ShareFile** Google Sheets](https://apiant.ai/connect/google-sheets-to-sharefile) - [ **Gmail to ShareFile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sharefile) - [ **Google Calendar to ShareFile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sharefile) - [ **Google Drive to ShareFile** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sharefile) Questions ## Debitura and ShareFile, answered ### ### What can start an automation from Debitura? Any of Debitura's 1 trigger in the catalog, including New Case. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ShareFile when something happens in Debitura? 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 Debitura? Yes. When something happens in ShareFile, your agent can act in Debitura too. This page covers both directions: ShareFile's triggers and Debitura's actions are listed here as well. ### ### Do I have to build a connector for Debitura 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 Debitura 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.