--- title: "Connect ShareFile and Vouchery.io - APIANT.ai" description: "When \"New Client\" fires in ShareFile, your agent runs \"Create Customer\" in Vouchery.io, or \"New Voucher\" in Vouchery.io to \"Add Note\" in ShareFile." canonical: "https://apiant.ai/connect/sharefile-to-vouchery-io" --- # Connect ShareFile and Vouchery.io When **New Client** fires in [ShareFile](https://apiant.ai/connections/sharefile), your agent runs **Create Customer** in [Vouchery.io](https://apiant.ai/connections/vouchery-io), or **New Voucher** in Vouchery.io to **Add Note** in ShareFile. Describe the whole flow and it is built, tested on every scenario and kept running. ShareFile **1** trigger ShareFile **18** actions Vouchery.io **1** trigger Vouchery.io **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 Vouchery.io 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 Vouchery.io can do together ### From ShareFile to Vouchery.io - When **New Client** in ShareFile then **Create Customer** in Vouchery.io - When **New Client** in ShareFile then **Update customer** in Vouchery.io ### From Vouchery.io to ShareFile - When **New Voucher** in Vouchery.io then **Add Note** in ShareFile - When **New Voucher** in Vouchery.io then **Add user** 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 Vouchery.io ## Triggers and actions 2 triggers · 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. - Trigger **New Voucher** Triggers when a new voucher is created in the selected Vouchery campaign. - Action **Add campaign** Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign. - Action **Assign vouchers to customer** Assigns one or more voucher codes to a customer and returns the customer's updated record. - Action **Cancel redemption** Cancels a redemption by its redemption ID, marking it as cancelled. - Action **Confirm redemption** Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption. - Action **Create Customer** Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata. - Action **Create Redemption** Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted. - Action **Delete customer** Deletes a customer from your Vouchery project by their identifier. - Action **Find Voucher** Finds a voucher by its code and returns its status, campaign, customer and redemption details. - Action **Get campaign** Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics. - Action **Get customer** Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics. - Action **Get redemption** Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards. - Action **List campaigns** Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program. - Action **List customers** Returns the customers in your Vouchery project, optionally filtered by identifier or email. - Action **Update customer** Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide 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) - [ **Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connections/vouchery-io) 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 Vouchery.io - [ **HubSpot to Vouchery.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vouchery-io) - [ **Salesforce to Vouchery.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vouchery-io) - [ **Slack to Vouchery.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vouchery-io) - [ **Google Sheets to Vouchery.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-vouchery-io) - [ **Gmail to Vouchery.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vouchery-io) - [ **Google Calendar to Vouchery.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vouchery-io) Questions ## ShareFile and Vouchery.io, 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 Vouchery.io when something happens in ShareFile? Any of Vouchery.io's 14 actions, including Create Customer, Create Redemption, Update customer and Add campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vouchery.io to ShareFile? Yes. When something happens in Vouchery.io, your agent can act in ShareFile too. This page covers both directions: Vouchery.io's triggers and ShareFile's actions are listed here as well. ### ### Do I have to build a connector for ShareFile or Vouchery.io? 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 Vouchery.io 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.