--- title: "Connect Pipefile and ShareFile - APIANT.ai" description: "When \"File Request Created\" fires in Pipefile, your agent runs \"Add Note\" in ShareFile, or \"New Client\" in ShareFile to \"Create Contact\" in Pipefile." canonical: "https://apiant.ai/connect/pipefile-to-sharefile" --- # Connect Pipefile and ShareFile When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/sharefile), or **New Client** in ShareFile to **Create Contact** in Pipefile. Describe the whole flow and it is built, tested on every scenario and kept running. Pipefile **1** trigger Pipefile **10** 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 Pipefile 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 Pipefile and ShareFile can do together ### From Pipefile to ShareFile - When **File Request Created** in Pipefile then **Add Note** in ShareFile - When **File Request Created** in Pipefile then **Add user** in ShareFile ### From ShareFile to Pipefile - When **New Client** in ShareFile then **Create Contact** in Pipefile - When **New Client** in ShareFile then **Update Contact** in Pipefile 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 Pipefile and ShareFile ## Triggers and actions 2 triggers · 28 actions - Trigger **File Request Created** Triggers when a file request is created. - Action **Add File Request From Template** Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of. - Action **Create Contact** Add to contacts - Action **Delete Contact** Delete a contact by id. Returns 204 No Content on success. - Action **Get Contact** Retrieve one contact by id. - Action **Get File Request** Retrieve detailed information about one file request by id, including contents, items, files, and tracking events. - Action **List Contacts** Retrieve a paginated list of contacts, filterable by name/email/phone partial match. - Action **List File Request Templates** Retrieve the list of file request templates available for creating new file requests, with optional name search. - Action **Search File Requests** Finds all file requests matching this search query (contact name, email, tags, etc). - Action **Send Request** Create and send a new request - Action **Update Contact** Update name/email/phone of an existing contact by id. - 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 - [ **Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connections/pipefile) - [ **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 Pipefile - [ **Pipefile to Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connect/pipefile-to-channels) - [ **Pipefile to DeBounce** DeBounce is an email verification service that allows you to validate your email addresses and remove...](https://apiant.ai/connect/pipefile-to-debounce) - [ **Pipefile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipefile-to-salesforce) - [ **Pipefile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipefile-to-slack) - [ **Pipefile to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipefile-to-stripe) - [ **Pipefile to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipefile-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 ## Pipefile and ShareFile, answered ### ### What can start an automation from Pipefile? Any of Pipefile's 1 trigger in the catalog, including File Request Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ShareFile when something happens in Pipefile? 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 Pipefile? Yes. When something happens in ShareFile, your agent can act in Pipefile too. This page covers both directions: ShareFile's triggers and Pipefile's actions are listed here as well. ### ### Do I have to build a connector for Pipefile 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 Pipefile 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.