# Connect Modusign and ShareFile When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/sharefile), or **New Client** in ShareFile to **Add document request** in Modusign. Describe the whole flow and it is built, tested on every scenario and kept running. Modusign **1** trigger Modusign **12** 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 Modusign 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 Modusign and ShareFile can do together ### From Modusign to ShareFile - When **Document Updated** in Modusign then **Add Note** in ShareFile - When **Document Updated** in Modusign then **Add user** in ShareFile ### From ShareFile to Modusign - When **New Client** in ShareFile then **Add document request** in Modusign - When **New Client** in ShareFile then **Request Document With Template** in Modusign 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 Modusign and ShareFile ## Triggers and actions 2 triggers · 30 actions - Trigger **Document Updated** Triggers when a document is created, signed, completed, or aborted. - Action **Add document request** Request signatures on a document (signature request). - Action **Add label** Creates a new label in Modusign. - Action **Cancel document request** Cancel a pending signature request. - Action **Delete label** Delete a label. - Action **Delete template** Delete a template. - Action **Get Document** Retrieves the details of a single Modusign document by its ID. - Action **Get template** Get a template by id. - Action **Get user** Gets the Modusign user whose credentials the connection uses. - Action **Remind Signing** Resend signing request notifications to signers who did not sign. - Action **Request Document With Template** Create a document using a template and request signers to sign it. - Action **Search Documents** Search for documents with specific conditions. - Action **Update label** Update a label. - 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 - [ **Modusign** Modusign is a simple electronic contract service that makes signing a contract and its storage at once at...](https://apiant.ai/connections/modusign) - [ **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 Modusign - [ **Modusign to timeBuzzer** timeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.](https://apiant.ai/connect/modusign-to-timebuzzer) - [ **Modusign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/modusign-to-salesforce) - [ **Modusign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/modusign-to-slack) - [ **Modusign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/modusign-to-stripe) - [ **Modusign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/modusign-to-shopify) - [ **Modusign to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/modusign-to-quickbooks-online) ## 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 ## Modusign and ShareFile, answered ### ### What can start an automation from Modusign? Any of Modusign's 1 trigger in the catalog, including Document Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ShareFile when something happens in Modusign? 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 Modusign? Yes. When something happens in ShareFile, your agent can act in Modusign too. This page covers both directions: ShareFile's triggers and Modusign's actions are listed here as well. ### ### Do I have to build a connector for Modusign 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.