# Connect Intercom and ShareFile When **New company** fires in [Intercom](https://apiant.ai/connections/intercom), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/sharefile), or **New Client** in ShareFile to **Add note to contact** in Intercom. Describe the whole flow and it is built, tested on every scenario and kept running. Intercom **4** triggers Intercom **30** 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 Intercom and ShareFile 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 Intercom and ShareFile can do together ### From Intercom to ShareFile - When **New company** in Intercom then **Add Note** in ShareFile - When **New conversation** in Intercom then **Add user** in ShareFile ### From ShareFile to Intercom - When **New Client** in ShareFile then **Add note to contact** in Intercom - When **New Client** in ShareFile then **Add tag to contact** in Intercom 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 Intercom and ShareFile ## Triggers and actions 5 triggers · 48 actions - Trigger **New company** Fires when a new company is created. - Trigger **New conversation** Polls for conversations, most recently updated first. Fires for each new conversation. - Trigger **New or updated contact** Polls for contacts, most recently updated first. Fires for each new or updated contact. - Trigger **New ticket** Fires when a new ticket is created. - Action **Add company** Create (or upsert) a company in Intercom. - Action **Add note to contact** Adds a note to the specified contact as the specified admin. - Action **Add note to conversation** Adds an internal note to the specified conversation as an admin. - Action **Add tag to contact** Attaches a tag to the specified contact. - Action **Add ticket** Create a support ticket. - Action **Assign conversation** Assigns the conversation to an admin or team. - Action **Close conversation** Closes the specified conversation. - Action **Create contact** Creates a new contact (role user or lead) in Intercom. - Action **Create message** Creates an admin-initiated email or in-app message to a contact. - Action **Delete company** Delete a company by ID. - Action **Delete contact** Deletes a contact by ID. - Action **Find admin by email** Fetches an admin's details. Lists all admins; match by email. - Action **Find contact by email** Searches contacts by email and returns matches. - Action **Find tickets** Search tickets by criteria. - Action **Get company** Retrieve a company by ID. - Action **Get contact** Fetches a contact's details by ID. - Action **Get conversation** Fetches a conversation's details by ID. - Action **Get ticket** Retrieve a ticket by ID. - Action **List companies** List all companies. - Action **List segments** List all segments. - Action **List tags** Lists all tags for the workspace. - Action **Open conversation** Opens (marks open) the specified conversation. - Action **Remove tag from contact** Detaches a tag from the specified contact. - Action **Send conversation reply** Sends a reply to the specified conversation as an admin. - Action **Snooze conversation** Snoozes the specified conversation until the given unix timestamp. - Action **Start conversation** Starts a new conversation with the specified contact. - Action **Track event** Submit a data event for a contact. - Action **Update company** Update an existing company. - Action **Update contact** Updates an existing contact specified by ID. - Action **Update ticket** Update an existing ticket. - 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 - [ **Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connections/intercom) - [ **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 Intercom - [ **Intercom to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/intercom-to-hubspot) - [ **Intercom to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/intercom-to-salesforce) - [ **Intercom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intercom-to-slack) - [ **Intercom to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/intercom-to-stripe) - [ **Intercom to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/intercom-to-quickbooks-online) - [ **Intercom to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/intercom-to-pipedrive) ## 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 ## Intercom and ShareFile, answered ### ### What can start an automation from Intercom? Any of Intercom's 4 triggers in the catalog, including New company, New conversation, New or updated contact and New ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ShareFile when something happens in Intercom? 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 Intercom? Yes. When something happens in ShareFile, your agent can act in Intercom too. This page covers both directions: ShareFile's triggers and Intercom's actions are listed here as well. ### ### Do I have to build a connector for Intercom 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. ### ### 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.