--- title: "Connect ShareFile to Powerlink - APIANT.ai" description: "When \"New Client\" fires in ShareFile, your agent runs \"Add Contact\" in Powerlink." canonical: "https://apiant.ai/connect/sharefile-to-powerlink" --- # Connect ShareFile to Powerlink When **New Client** fires in [ShareFile](https://apiant.ai/connections/sharefile), your agent runs **Add Contact** in [Powerlink](https://apiant.ai/connections/powerlink). Describe the whole flow and it is built, tested on every scenario and kept running. ShareFile **1** trigger ShareFile **18** actions Powerlink **29** 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 Powerlink 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 Powerlink - When **New Client** in ShareFile then **Add Contact** in Powerlink - When **New Client** in ShareFile then **Add Task** in Powerlink 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 Powerlink ## Triggers and actions 1 trigger · 47 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 Account** Creates a new account record in Fireberry (formerly Powerlink). - Action **Add Contact** Create a new Contact record. - Action **Add Meeting** Create a new meeting (activity) record in Fireberry. - Action **Add Opportunity** Creates a new opportunity in Powerlink (Fireberry) linked to an account. - Action **Add Task** Create a new Task record. - Action **Add Ticket** Create a new support ticket record. - Action **Delete Account** Deletes an account in Fireberry (Powerlink) by its ID. - Action **Delete Contact** Delete a Contact record by id. - Action **Delete Meeting** Deletes a meeting record in Powerlink (Fireberry). - Action **Delete Opportunity** Delete an Opportunity record by id. - Action **Delete Task** Delete a Task record by id. - Action **Delete Ticket** Delete a support ticket by id. - Action **Get Account** Retrieve a single Account record by id. - Action **Get Contact** Retrieves a single Powerlink (Fireberry) contact by its ID, with all of its fields and values. - Action **Get Meeting** Retrieve a single meeting record by id. - Action **Get Opportunity** Retrieves a single opportunity by its ID, including all of its fields and values. - Action **Get Task** Retrieve a single Task record by id. - Action **Get Ticket** Retrieve a single support ticket by id. - Action **List Accounts** Returns the accounts in your Fireberry (Powerlink) account, with all of their fields and values including custom fields. - Action **List Contacts** Retrieve a list of Contact records. - Action **List Meetings** Lists meetings in your Fireberry account, with all of their fields and values. - Action **List Tasks** Lists tasks in your Fireberry (Powerlink) account, returning up to 50 tasks with all their fields. - Action **List Tickets** Lists tickets (cases) in your Fireberry account, returning the first page of up to 50 records with all their fields. - Action **Update Account** Update fields on an existing Account record by id. - Action **Update Contact** Update fields on an existing Contact record by id. - Action **Update Meeting** Update fields on an existing meeting record. - Action **Update Opportunity** Update fields on an existing Opportunity record by id. - Action **Update Task** Update fields on an existing Task record by id. - Action **Update Ticket** Update fields on an existing support ticket. ## 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) - [ **Powerlink** Cloud-based CRM platform (formerly Powerlink) for managing customer data, sales, and business workflows.](https://apiant.ai/connections/powerlink) 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 Powerlink - [ **OnceHub to Powerlink** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connect/oncehub-to-powerlink) - [ **HubSpot to Powerlink** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-powerlink) - [ **Salesforce to Powerlink** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-powerlink) - [ **Slack to Powerlink** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-powerlink) - [ **Google Sheets to Powerlink** Google Sheets](https://apiant.ai/connect/google-sheets-to-powerlink) - [ **Gmail to Powerlink** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-powerlink) Questions ## ShareFile and Powerlink, 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 Powerlink when something happens in ShareFile? Any of Powerlink's 29 actions, including Update Account, Update Contact, Update Meeting and Update Opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Powerlink to ShareFile? Powerlink has no triggers in the catalog today, so automations start in ShareFile. If you need the other direction, ask: your agent reads Powerlink's API documentation and adds it. ### ### Do I have to build a connector for ShareFile or Powerlink? 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 Powerlink 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.