--- title: "Connect Hubflo and ShareFile - APIANT.ai" description: "When \"Company Updated\" fires in Hubflo, your agent runs \"Add Note\" in ShareFile, or \"New Client\" in ShareFile to \"Add Comment to a Task\" in Hubflo." canonical: "https://apiant.ai/connect/hubflo-to-sharefile" --- # Connect Hubflo and ShareFile When **Company Updated** fires in [Hubflo](https://apiant.ai/connections/hubflo), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/sharefile), or **New Client** in ShareFile to **Add Comment to a Task** in Hubflo. Describe the whole flow and it is built, tested on every scenario and kept running. Hubflo **15** triggers Hubflo **48** 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 Hubflo 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 Hubflo and ShareFile can do together ### From Hubflo to ShareFile - When **Company Updated** in Hubflo then **Add Note** in ShareFile - When **New Chatroom** in Hubflo then **Add user** in ShareFile ### From ShareFile to Hubflo - When **New Client** in ShareFile then **Add Comment to a Task** in Hubflo - When **New Client** in ShareFile then **Create a File for a Task** in Hubflo 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 Hubflo and ShareFile ## Triggers and actions 16 triggers · 66 actions - Trigger **Client Invited to Portal** Triggers when a new invitation to the portal is created. - Trigger **Company Updated** Triggers when a company is updated. - Trigger **Message Sent** Triggers when a message is sent in a chatroom - Trigger **New Chatroom** Triggers when a new chatroom is created. - Trigger **New Comment on a Task** Triggers when a new comment is created on a task. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New File Uploaded** Triggers when a new file is uploaded. - Trigger **New Folder** Triggers when a new folder is created. - Trigger **New Form** Triggers when a new form is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Proposal** Triggers when a new proposal is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Log** Triggers when a new time log is created. - Trigger **New Workspace** Triggers when a new workspace is created. - Action **Add a Participant to the Chatroom** Add a participant to the Chatroom. - Action **Add Comment to a Task** Adds a Comment to a Task. - Action **Add Embed to Workspace** Adds embed to workspace - Action **Add Link to Workspace** Adds link to workspace - Action **Add Project Section** Add a section with tasks to a project - Action **Create a File for a Task** Create a File for a Task. - Action **Create Company** Creates a Company - Action **Create Contact** Creates a Contact - Action **Create New Time Entry** Creates a New Time Entry - Action **Create Note** Creates a Note - Action **Create Project** Create a Project - Action **Create Proposal** Creates a proposal - Action **Create Task** Creates a Task - Action **Create Workspace** Creates a Workspace - Action **Create Workspace Folder** Add a new folder to a workspace. - Action **Create Workspace Note** Creates a Note in a Workspace - Action **Delete Workspace** Deletes a workspace - Irreversible - Action **Edit Time Entry** Edits a Particular Time Entry - Action **Find a Company** Retrieves a Company. - Action **Find a Form** Finds a Desired Form - Action **Find an Form Assignment** Finds an Assignment of a Form. - Action **Find Chatroom** Find chatroom from contacts. - Action **Find Contact** Finds a Contact by Email - Action **Find Content Items** Finds Content Items in a Organization. - Action **Find Project** Returns the projects matching a name, owner, client contact or workspace. - Action **Find Sections of a Project** Finds Sections of a Projects. - Action **Find the Form Assignments** Finds Assignments of a Form. - Action **Find the Tasks** FindsTasks or Subtasks. - Action **Find Workspace** Returns the workspaces matching a title, a workspace id or a project. - Action **Find Workspace Folder** Finds a Folder by Title in a Workspace - Action **Get Companies** Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name. - Action **Get Contacts** Get all your contacts - Action **Invite Contact to Workspace** Invite contact to a workspace - Action **List Task Comments** Lists all Comments of a Task. - Action **Retrieve a Comment of Task** Retrieves a Comment of Task. - Action **Retrieve a Task** Retrieves a Particular Task. - Action **Retrieve Chatroom Participants** Retrieve chatroom participants - Action **Retrieve Members** Retrieve members of an organization - Action **Retrieve Messages of a Chatroom** Retrieves messages from a given Chatroom. - Action **Send Form to a Client** Sends form to a client. - Action **Send Message in a Chatroom** Sends a Message in a Chatroom. - Action **Update Company** Updates a Company - Action **Update Contact** Updates a Contact - Action **Update Embed in Workspace** Updates embed in workspace - Action **Update Project** Updates a Project - Action **Update Task** Updates a Task - Action **Update Workspace** Updates a workspace. - Action **Update Workspace Folder** Updates a Workspace folder. - 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 - [ **Hubflo** Hubflo is the all-in-one client portal suite to work with clients](https://apiant.ai/connections/hubflo) - [ **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 Hubflo - [ **Hubflo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubflo-to-hubspot) - [ **Hubflo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubflo-to-salesforce) - [ **Hubflo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hubflo-to-slack) - [ **Hubflo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hubflo-to-mailchimp) - [ **Hubflo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubflo-to-stripe) - [ **Hubflo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hubflo-to-shopify) ## 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 ## Hubflo and ShareFile, answered ### ### What can start an automation from Hubflo? Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ShareFile when something happens in Hubflo? 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 Hubflo? Yes. When something happens in ShareFile, your agent can act in Hubflo too. This page covers both directions: ShareFile's triggers and Hubflo's actions are listed here as well. ### ### Do I have to build a connector for Hubflo 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 Hubflo 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.