--- title: "Connect Filestage and Salesflare - APIANT.ai" description: "When \"When a Reviewer Is Invited to a Reviewer Group\" fires in Filestage, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/filestage-to-salesflare" --- # Connect Filestage and Salesflare When **When a Reviewer Is Invited to a Reviewer Group** fires in [Filestage](https://apiant.ai/connections/filestage), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare 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 Salesflare **1** trigger Salesflare **11** 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 Salesflare 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 Filestage and Salesflare can do together ### From Filestage to Salesflare - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Add Contact to Account** in Salesflare - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Find Contact** in Salesflare ### From Salesflare to Filestage - When **New Account** in Salesflare then **Create Project** in Filestage - When **New Account** in Salesflare 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 Salesflare ## Triggers and actions 2 triggers · 20 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 **New Account** Triggers when a new account is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. ## 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) - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) 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 Salesflare - [ **HubSpot to Salesflare** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesflare) - [ **Google Sheets to Salesflare** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesflare) - [ **Gmail to Salesflare** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesflare) - [ **Google Calendar to Salesflare** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesflare) - [ **Google Drive to Salesflare** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesflare) - [ **Mailchimp to Salesflare** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesflare) Questions ## Filestage and Salesflare, 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 Salesflare when something happens in Filestage? Any of Salesflare's 11 actions, including Update Opportunity, Add Contact to Account, Add tag and Find Account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to Filestage? Yes. When something happens in Salesflare, your agent can act in Filestage too. This page covers both directions: Salesflare's triggers and Filestage's actions are listed here as well. ### ### Do I have to build a connector for Filestage or Salesflare? 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 Filestage and Salesflare 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.