--- title: "Connect ShareFile and Timely Time Tracking - APIANT.ai" description: "When \"New Client\" fires in ShareFile, your agent runs \"Create Client\" in Timely Time Tracking." canonical: "https://apiant.ai/connect/sharefile-to-timely-time-tracking" --- # Connect ShareFile and Timely Time Tracking When **New Client** fires in [ShareFile](https://apiant.ai/connections/sharefile), your agent runs **Create Client** in [Timely Time Tracking](https://apiant.ai/connections/timely-time-tracking), or **New Client** in Timely Time Tracking to **Create Client User** in ShareFile. Describe the whole flow and it is built, tested on every scenario and kept running. ShareFile **1** trigger ShareFile **18** actions Timely Time Tracking **8** triggers Timely Time Tracking **19** 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 Timely Time Tracking 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 and Timely Time Tracking can do together ### From ShareFile to Timely Time Tracking - When **New Client** in ShareFile then **Create Client** in Timely Time Tracking - When **New Client** in ShareFile then **Update client** in Timely Time Tracking ### From Timely Time Tracking to ShareFile - When **New Client** in Timely Time Tracking then **Create Client User** in ShareFile - When **New or Updated Person** in Timely Time Tracking then **Add Note** in ShareFile 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 Timely Time Tracking ## Triggers and actions 9 triggers · 37 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. - Trigger **New Client** Triggered when a new client is created - Trigger **New or Updated Person** Triggered when a person is created or updated in Timely - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Time Entry** Triggers when time entries are created or updated. - Trigger **New Project** Triggered when a new project is created - Trigger **New Time Entry** Triggered when a new time entry is created - Trigger **New Workspace** Triggers when a workspace is created. - Trigger **Project Updated (Only Admin Users)** Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop. - Action **Add tag** Create a tag. - Action **Create Client** Creates a Client - Action **Create Person** Creates a new person in the workspace. - Action **Create Project** Creates a project. - Action **Create Task** Creates a task. - Action **Delete project** Delete a project. - Action **Delete time entry** Delete a time entry. - Action **Find Client** Returns the clients in a Timely workspace whose name matches the given text. - Action **Find Project** Returns the projects whose name contains the specified text. - Action **Find Tag List and Tag** Finds a tag list and a specific tag if specified. - Action **Find time entries by criteria** Search time entries by date range, user, project. - Action **Find User** Finds a User - Action **Get Task** Retrieves a single task (forecast) by its id. - Action **Log Time Entry** Logs a new time entry against a project. - Action **Start timer** Start the timer on a time entry. - Action **Stop timer** Stop the running timer on a time entry. - Action **Update client** Update a client. - Action **Update Project Name** Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite). - Action **Update time entry** Update a logged time entry. ## 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) - [ **Timely Time Tracking** Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.](https://apiant.ai/connections/timely-time-tracking) 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 Timely Time Tracking - [ **HubSpot to Timely Time Tracking** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timely-time-tracking) - [ **Salesforce to Timely Time Tracking** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timely-time-tracking) - [ **Slack to Timely Time Tracking** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timely-time-tracking) - [ **Google Sheets to Timely Time Tracking** Google Sheets](https://apiant.ai/connect/google-sheets-to-timely-time-tracking) - [ **Gmail to Timely Time Tracking** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timely-time-tracking) - [ **Google Calendar to Timely Time Tracking** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timely-time-tracking) Questions ## ShareFile and Timely Time Tracking, 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 Timely Time Tracking when something happens in ShareFile? Any of Timely Time Tracking's 19 actions, including Create Client, Create Person, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timely Time Tracking to ShareFile? Yes. When something happens in Timely Time Tracking, your agent can act in ShareFile too. This page covers both directions: Timely Time Tracking's triggers and ShareFile's actions are listed here as well. ### ### Do I have to build a connector for ShareFile or Timely Time Tracking? 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 Timely Time Tracking 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.