# Connect Filestage and Nutshell When **When a Reviewer Is Invited to a Reviewer Group** fires in [Filestage](https://apiant.ai/connections/filestage), your agent runs **Create Lead** in [Nutshell](https://apiant.ai/connections/nutshell), or **New Activity** in Nutshell to **Create Project** in Filestage. Describe the whole flow and it is built, tested on every scenario and kept running. Filestage **1** trigger Filestage **9** actions Nutshell **6** triggers Nutshell **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filestage and Nutshell to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Filestage and Nutshell can do together ### From Filestage to Nutshell - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Create Lead** in Nutshell - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Update Lead** in Nutshell ### From Nutshell to Filestage - When **New Activity** in Nutshell then **Create Project** in Filestage - When **New Company** in Nutshell then **Get Project by ID** in Filestage 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 Filestage and Nutshell ## Triggers and actions 7 triggers · 21 actions - Trigger **When a Reviewer Is Invited to a Reviewer Group** Triggers when a reviewer is invited to a reviewer group. - Action **Add Reviewers to Reviewer Group** Invites reviewers by email to a reviewer group in a Filestage project. - Action **Create Folder** Creates a new folder in your Filestage workspace for organizing projects. - Action **Create Project** Creates a new project in Filestage with the given name. - Action **Create Reviewer Group** Creates a new reviewer group in a Filestage project. - Action **Get Folder by ID** Returns a Filestage folder by its ID, including its name and details. - Action **Get Folders** Returns all folders in your Filestage team. - Action **Get Project by ID** Returns a Filestage project, including its name and details, by its ID. - Action **Get Projects** Returns the projects in your Filestage team. - Action **Get Reviewer Groups by Project** Returns the reviewer groups set up in a Filestage project. - Trigger **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. ## Each app on its own - [ **Filestage** Share, review and approve all your files in one place and enjoy a faster, more productive approval process](https://apiant.ai/connections/filestage) - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) Reviews ## What our customers say ## More from Filestage - [ **Filestage to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/filestage-to-hellosalut) - [ **Filestage to Html2PDF** HTML/URL to PDF](https://apiant.ai/connect/filestage-to-html2pdf) - [ **Filestage to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filestage-to-hubspot) - [ **Filestage to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filestage-to-salesforce) - [ **Filestage to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filestage-to-slack) - [ **Filestage to Google Sheets** Google Sheets](https://apiant.ai/connect/filestage-to-google-sheets) ## More into Nutshell - [ **HubSpot to Nutshell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nutshell) - [ **Google Sheets to Nutshell** Google Sheets](https://apiant.ai/connect/google-sheets-to-nutshell) - [ **Gmail to Nutshell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nutshell) - [ **Google Calendar to Nutshell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nutshell) - [ **Google Drive to Nutshell** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nutshell) - [ **Shopify to Nutshell** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-nutshell) Questions ## Filestage and Nutshell, answered ### ### What can start an automation from Filestage? Any of Filestage's 1 trigger in the catalog, including When a Reviewer Is Invited to a Reviewer Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Nutshell when something happens in Filestage? Any of Nutshell's 12 actions, including Create Company, Create Lead, Create Person and Log Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nutshell to Filestage? Yes. When something happens in Nutshell, your agent can act in Filestage too. This page covers both directions: Nutshell's triggers and Filestage's actions are listed here as well. ### ### Do I have to build a connector for Filestage or Nutshell? 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. ### ### 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.