Integration

Connect ShareFile to Allo

When New Client fires in ShareFile, your agent runs Add Tag to Conversation Item in Allo. Describe the whole flow and it is built, tested on every scenario and kept running.

ShareFile1 trigger ShareFile18 actions Allo21 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want ShareFile and Allo to do together?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide

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

Example flows

What ShareFile can start in Allo

When New Client in ShareFilethen Add Tag to Conversation Item in Allo
When New Client in ShareFilethen Add Thread Comment in Allo

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 ShareFile and Allo

Triggers and actions 1 trigger · 39 actions

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.
Action
Add Tag to Conversation Item
Adds a tag to a call or SMS.
Action
Add Thread Comment
Adds a comment to an internal discussion thread.
Action
Get Company
Returns one company from the Allo CRM.
Action
Get Conversation Item
Returns one call or SMS, including its summary and transcript.
Action
Get Deal
Returns one deal from the Allo CRM.
Action
Get Person
Returns one person from the Allo CRM.
Action
Get User
Returns one user on your Allo team.
Action
List Conversation Notes
Returns the notes on the conversation with a contact number.
Action
List Conversations
Returns conversations grouped by contact number, with their latest activity.
Action
List Phone Numbers
Returns the Allo phone numbers on your team.
Action
List Tags
Returns the tags in your Allo workspace.
Action
List Threads
Returns internal discussion threads.
Action
List Users
Returns the users on your Allo team.
Action
Search Companies
Returns companies in the Allo CRM matching the given filters.
Action
Search Conversation Items
Returns calls, SMS and other conversation items matching the given filters.
Action
Search Deals
Returns deals in the Allo CRM matching the given filters.
Action
Search People
Returns people in the Allo CRM matching the given filters.
Action
Send Fax
Sends a PDF document as a fax from one of your Allo numbers.
Action
Send SMS
Sends an SMS from one of your Allo numbers.
Action
Update Company
Updates a company in the Allo CRM.
Action
Update Person
Updates a person in the Allo CRM.

Each app on its own

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Questions

ShareFile and Allo, answered

What can start an automation from ShareFile?

Any of ShareFile's 1 trigger in the catalog, including New Client. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Allo when something happens in ShareFile?

Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Allo to ShareFile?

Allo has no triggers in the catalog today, so automations start in ShareFile. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.

Do I have to build a connector for ShareFile or Allo?

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 ShareFile and Allo 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.

Connect ShareFile to Allo

What do you want ShareFile and Allo to do together?

What ShareFile can start in Allo

Triggers and actions 1 trigger · 39 actions

Each app on its own

What our customers say

More from ShareFile

More into Allo

ShareFile and Allo, answered

What can start an automation from ShareFile?

What can your agent do in Allo when something happens in ShareFile?

Can it also run from Allo to ShareFile?

Do I have to build a connector for ShareFile or Allo?

Can my AI client use ShareFile and Allo without building an automation?

What happens when something fails?

Is there a free plan?