--- title: "Connect ShareFile and WeTravel - APIANT.ai" description: "When \"New Client\" fires in ShareFile, your agent runs \"Get order\" in WeTravel, or \"Lead Updated\" in WeTravel to \"Add Note\" in ShareFile." canonical: "https://apiant.ai/connect/sharefile-to-wetravel" --- # Connect ShareFile and WeTravel When **New Client** fires in [ShareFile](https://apiant.ai/connections/sharefile), your agent runs **Get order** in [WeTravel](https://apiant.ai/connections/wetravel), or **Lead Updated** in WeTravel 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 WeTravel **3** triggers WeTravel **10** 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 WeTravel 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 WeTravel can do together ### From ShareFile to WeTravel - When **New Client** in ShareFile then **Get order** in WeTravel - When **New Client** in ShareFile then **List leads** in WeTravel ### From WeTravel to ShareFile - When **Lead Updated** in WeTravel then **Add Note** in ShareFile - When **New Lead** in WeTravel 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 WeTravel ## Triggers and actions 4 triggers · 28 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 **Lead Updated** Triggers when a WeTravel lead is created or updated (for example, when the person requests again or books). - Trigger **New Lead** Triggers when a new lead is captured for one of your WeTravel trips. - Trigger **Transaction Updated** Triggers when a WeTravel transaction is created or updated, such as a payment, refund or payout changing status. - Action **Add payment link** Creates a WeTravel payment link for a trip with its dates, currency, fee handling and price, optionally with a deposit and installment payment plan. - Action **Add trip** Creates a draft trip in WeTravel, which can then be built out and published. - Action **Get order** Returns a single trip order (booking), including amounts paid and due, packages and add-ons, participants and installments. - Action **Get payment link** Returns a WeTravel payment link by its UUID, including its trip and pricing details. - Action **List leads** Returns the leads (trip inquiries) in your WeTravel account, optionally filtered by trip, booking status, lead type and request date. - Action **List orders** Returns the orders (bookings) placed on a trip, with amounts paid and due, buyer and booked packages. - Action **List transactions** Returns the transactions (payments and refunds) on your WeTravel account, optionally filtered. - Action **List trips** Returns all trips in your WeTravel account, with their titles, destinations, dates and listing status. - Action **Publish trip** Publishes a draft trip so its booking page goes live on WeTravel, and returns the published trip. - Action **Update trip** Updates an existing draft trip's details, such as title, dates, group size, pricing currency and booking settings. Only the fields you fill in 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) - [ **WeTravel** WeTravel is an all-in-one operating system for multi-day travel businesses—build itineraries, manage...](https://apiant.ai/connections/wetravel) Reviews ## What our customers say ## More from ShareFile - [ **ShareFile to Blitapp** Schedule screenshots of web pages and sync them to your cloud](https://apiant.ai/connect/sharefile-to-blitapp) - [ **ShareFile to CheetahO** Photo optimization and resize](https://apiant.ai/connect/sharefile-to-cheetaho) - [ **ShareFile to Transifex** Transifex is a localization platform service.](https://apiant.ai/connect/sharefile-to-transifex) - [ **ShareFile to Urantia Papers** Urantia Papers is a text API over the full corpus of The Urantia Book.](https://apiant.ai/connect/sharefile-to-urantia-papers) - [ **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) ## More into WeTravel - [ **HubSpot to WeTravel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wetravel) - [ **Salesforce to WeTravel** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wetravel) - [ **Slack to WeTravel** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wetravel) - [ **Google Sheets to WeTravel** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wetravel) - [ **Gmail to WeTravel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wetravel) - [ **Google Calendar to WeTravel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wetravel) Questions ## ShareFile and WeTravel, 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 WeTravel when something happens in ShareFile? Any of WeTravel's 10 actions, including Update trip, Add payment link, Add trip and Get order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WeTravel to ShareFile? Yes. When something happens in WeTravel, your agent can act in ShareFile too. This page covers both directions: WeTravel's triggers and ShareFile's actions are listed here as well. ### ### Do I have to build a connector for ShareFile or WeTravel? 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 WeTravel 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.