--- title: "Connect ShareFile to Zoho Sign - APIANT.ai" description: "When \"New Client\" fires in ShareFile, your agent runs \"Add document\" in Zoho Sign." canonical: "https://apiant.ai/connect/sharefile-to-zoho-sign" --- # Connect ShareFile to Zoho Sign When **New Client** fires in [ShareFile](https://apiant.ai/connections/sharefile), your agent runs **Add document** in [Zoho Sign](https://apiant.ai/connections/zoho-sign). Describe the whole flow and it is built, tested on every scenario and kept running. ShareFile **1** trigger ShareFile **18** actions Zoho Sign **9** 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 Zoho Sign 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 Zoho Sign - When **New Client** in ShareFile then **Add document** in Zoho Sign - When **New Client** in ShareFile then **Send document for signature** in Zoho Sign 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 Sign ## Triggers and actions 1 trigger · 27 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 document** Create a signature request (draft) with recipients/actions. - Action **Delete document** Delete a signature request. - Action **Get Document Details** Get details of a particular envelope or document. - Action **Get Document Files** Gets the document files in the PDF or ZIP format. - Action **Get Document Form Data** Retrieves the field data filled by signers from a particular envelope or document. - Action **List documents** List signature requests with filters and paging. - Action **Recall document** Recall a sent signature request. - Action **Send document for signature** Submit a drafted request to recipients. - Action **Update document** Updates a draft signature request: its name, settings, recipients and the fields placed for them. ## 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) - [ **Zoho Sign** Zoho Sign is a complete digital signature app for generating and managing legally binding business documents...](https://apiant.ai/connections/zoho-sign) 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 Zoho Sign - [ **PandaDoc to Zoho Sign** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/pandadoc-to-zoho-sign) - [ **Outlign to Zoho Sign** Outlign is a simple Project Management tool for Creative Teams](https://apiant.ai/connect/outlign-to-zoho-sign) - [ **HubSpot to Zoho Sign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-sign) - [ **Salesforce to Zoho Sign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-sign) - [ **Slack to Zoho Sign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-sign) - [ **Google Sheets to Zoho Sign** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-sign) Questions ## ShareFile and Zoho Sign, 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 Sign when something happens in ShareFile? Any of Zoho Sign's 9 actions, including Send document for signature, Update document, Add document and Get Document Details. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Sign to ShareFile? Zoho Sign has no triggers in the catalog today, so automations start in ShareFile. If you need the other direction, ask: your agent reads Zoho Sign's API documentation and adds it. ### ### Do I have to build a connector for ShareFile or Zoho Sign? 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 Sign 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.