--- title: "Connect ShareFile to InfoLobby - APIANT.ai" description: "When \"New Client\" fires in ShareFile, your agent runs \"Add Task\" in InfoLobby." canonical: "https://apiant.ai/connect/sharefile-to-infolobby" --- # Connect ShareFile to InfoLobby When **New Client** fires in [ShareFile](https://apiant.ai/connections/sharefile), your agent runs **Add Task** in [InfoLobby](https://apiant.ai/connections/infolobby). Describe the whole flow and it is built, tested on every scenario and kept running. ShareFile **1** trigger ShareFile **18** actions InfoLobby **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ShareFile and InfoLobby 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 ShareFile can start in InfoLobby - When **New Client** in ShareFile then **Add Task** in InfoLobby - When **New Client** in ShareFile then **Create Record** in InfoLobby 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 InfoLobby ## Triggers and actions 1 trigger · 32 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 File** Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept. - Action **Add Table** Create a new table in a space. - Action **Add Task** Creates a task attached to a record in an InfoLobby table. - Action **Create Comment** Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers. - Action **Create Record** Creates a new record in an InfoLobby table. - Action **Delete a Record** Deletes a record from an InfoLobby table. - Action **Delete File** Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched. - Action **Filter Table Records** Returns the records in an InfoLobby table that match the given filters, search term or saved view. - Action **Get Record** Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found. - Action **Get Table** Returns a table's metadata and its field definitions (schema). - Action **List Spaces** Lists every workspace (space) the connected API key has access to. - Action **List Tables** Returns all tables in an InfoLobby workspace (space). - Action **Query Table Records** Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows. - Action **Update a Record** Updates an existing record in an InfoLobby table by ID. Only the fields you supply are changed. ## Each app on its own - [ **ShareFile** Securely send, store, and share files – plus discover document workflows designed to improve your client...](https://apiant.ai/connections/sharefile) - [ **InfoLobby** InfoLobby is a cloud database that's blazingly fast, super secure, highly flexible, and has a high...](https://apiant.ai/connections/infolobby) Reviews ## What our customers say ## More from ShareFile - [ **ShareFile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sharefile-to-slack) - [ **ShareFile to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sharefile-to-stripe) - [ **ShareFile to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sharefile-to-shopify) - [ **ShareFile to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sharefile-to-trello) - [ **ShareFile to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sharefile-to-zoom) - [ **ShareFile to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sharefile-to-twilio) ## More into InfoLobby - [ **HubSpot to InfoLobby** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-infolobby) - [ **Salesforce to InfoLobby** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-infolobby) - [ **Slack to InfoLobby** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-infolobby) - [ **Google Sheets to InfoLobby** Google Sheets](https://apiant.ai/connect/google-sheets-to-infolobby) - [ **Gmail to InfoLobby** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-infolobby) - [ **Google Calendar to InfoLobby** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-infolobby) Questions ## ShareFile and InfoLobby, 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 InfoLobby when something happens in ShareFile? Any of InfoLobby's 14 actions, including Create Comment, Create Record, Update a Record and Add File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from InfoLobby to ShareFile? InfoLobby has no triggers in the catalog today, so automations start in ShareFile. If you need the other direction, ask: your agent reads InfoLobby's API documentation and adds it. ### ### Do I have to build a connector for ShareFile or InfoLobby? 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 InfoLobby 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.