Integration
Connect ShareFile to Formaloo
When New Client fires in ShareFile, your agent runs Update row in Formaloo. 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 Formaloo 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 can start in Formaloo
When New Client in ShareFile
then Update row in Formaloo
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 Formaloo
Triggers and actions 1 trigger · 27 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.
- Add field
Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field.
- Add form
Creates a new form in your Formaloo workspace.
- Delete field
Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected.
- Delete row
Deletes a submitted row (form response) from a Formaloo form.
- Get row
Returns one submitted form row (response) by its slug, including its field values.
- List forms
Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term.
- List rows
Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters.
- Update field
Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value.
- Update row
Updates the status, tags, position or submission details of an existing Formaloo form row (submission).
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
Reviews
What our customers say
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Questions
ShareFile and Formaloo, 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 Formaloo when something happens in ShareFile?
Any of Formaloo's 9 actions, including Update field, Update row, Add field and Add form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Formaloo to ShareFile?
Formaloo has no triggers in the catalog today, so automations start in ShareFile. If you need the other direction, ask: your agent reads Formaloo's API documentation and adds it.
Do I have to build a connector for ShareFile or Formaloo?
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 Formaloo 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.