Integration
Connect ShareFile and Zoho CRM
When New Client fires in ShareFile, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Add Note in ShareFile. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ShareFile and Zoho CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What ShareFile and Zoho CRM can do together
From ShareFile to Zoho CRM
When New Client in ShareFile
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to 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 Zoho CRM
Triggers and actions 3 triggers · 31 actions
- New Client
Triggers when a new client user is added to the ShareFile account.
- Add group
Creates a new distribution group in ShareFile, optionally shared and with initial member contacts.
- Add Note
Creates a note inside a ShareFile folder with a title and optional text.
- Add share
Creates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.
- Add URL
Adds a web link (URL) item to a ShareFile folder.
- Add user
Creates a new employee user in your ShareFile account and returns the new user.
- Copy item
Copies a file or folder into another ShareFile folder.
- Create Client User
Creates a new client user in your ShareFile account.
- Create Folder
Creates a new folder inside a ShareFile parent folder and returns the new folder.
- Delete item
Deletes a file or folder from ShareFile.
- Find items by name
Searches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.
- 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.
- Get item
Returns a single ShareFile item (file, folder, note or link) by its id.
- Get user
Returns a ShareFile user by ID or email address, or the connected user when neither is given.
- List folder children
Returns the files, folders, notes and links directly inside a ShareFile folder.
- List groups
Returns the distribution groups you have permission to view in your ShareFile account.
- List shares
Returns the outstanding Send and Request shares created by the connected ShareFile user.
- List users
Returns the employee users in your ShareFile account.
- 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.
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
ShareFile and Zoho CRM, 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 Zoho CRM when something happens in ShareFile?
Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho CRM to ShareFile?
Yes. When something happens in Zoho CRM, your agent can act in ShareFile too. This page covers both directions: Zoho CRM's triggers and ShareFile's actions are listed here as well.
Do I have to build a connector for ShareFile or Zoho CRM?
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 Zoho CRM 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.