Add Egnyte to your AI agent
Egnyte is a cloud-based content collaboration platform that enables secure file sharing, storage, and governance for businesses.
- Things your agent can do in Egnyte
- 60
Things your AI can do in Egnyte
Your FormWise AI can handle any of these in Egnyte — on its own, without you needing to click a button.
Create Group
PopularTool to create a new group with display name and members. Use when you need to add a new group to the Egnyte domain. SCIM-compliant.
Create Shared Link
PopularTool to create a shared link for a file or folder with accessibility and expiration settings. Use when you need to share content with specific users, set password protection, configure expiration dates, or enable upload capabilities for recipients.
Create User
PopularTool to create a new user in the Egnyte domain. Use when you need to add a new user account with specified authentication type and user type. SCIM-compliant endpoint.
Delete Metadata Namespace
PopularTool to delete a metadata namespace. Use force_delete=true to remove namespaces that are currently in use. Returns 403 error if the namespace is in use and force_delete is false.
Delete Note
PopularTool to delete a note/comment in Egnyte by its UUID. Use when you need to remove a comment from a file or folder.
Download File
PopularTool to download file content from a specified path in Egnyte. Use when you need to retrieve the contents of a file stored in the Egnyte file system. Supports downloading specific versions via entry_id and partial content via Range header.
Download File By ID
PopularTool to download file content using persistent file ID from Egnyte. Use when you need to retrieve file content by its unique group_id. Optionally specify entry_id to download a specific version of the file.
Get File Metadata by ID
PopularTool to retrieve file metadata using persistent file ID (group_id) instead of path. Use when you need to access file details regardless of the file's current location or name changes.
Get file or folder metadata
PopularTool to get file or folder metadata from Egnyte. Use when you need to retrieve properties like name, path, size, last modified date, type, and other metadata. For folders, optionally list contents with pagination and sorting.
Get Folder By ID
PopularTool to get folder metadata using a persistent folder ID instead of a path. Use when you have a folder_id and need to retrieve current folder details including name, path, contents, and permissions.
Get Link Settings
PopularTool to retrieve domain link settings including default expiration and allowed link types. Use when you need to check the organization's policies for link creation and expiration.
Get User by ID
PopularTool to retrieve details for a single user by ID. Use when you need to fetch specific user information using their user ID. SCIM-compliant endpoint.
Show 48 more things it can do
Get User Info
PopularTool to get information about the currently authenticated user. Use when you need to retrieve details about the user associated with the OAuth token.
List Groups
PopularTool to list all custom groups in the Egnyte domain. Use when retrieving groups for user management or access control. Does not return default Egnyte groups, only custom-created groups.
List Links V2
PopularTool to list all shared links using the v2 API with extended response fields. Use when you need detailed link information including accessibility, protection, recipients, creation date, expiry settings, and last accessed timestamp. Note: Non-admin users will only see links they created.
List Users
PopularTool to retrieve all users or a filtered subset from the Egnyte domain. Use when you need to list users with optional pagination and filtering via SCIM-compliant parameters.
Advanced Search with Metadata Filters
PopularTool to perform advanced search with custom metadata filtering in Egnyte using v2 API. Use when you need to search files and folders with metadata filters or namespace constraints. Results scoped to user permissions.
Upload File
PopularTool to upload or update a file at the specified path in Egnyte. Use when you need to create a new file or replace an existing file. For files larger than 100MB, consider using chunked upload instead.
Create Permissions Audit Report
Tool to generate a permissions audit report for specified date range and filters. Use when you need to create an audit report for permissions changes and retrieve a report ID for async retrieval.
Create user audit report
Tool to create a user audit report in Egnyte. Use when you need to generate an audit report of user-related actions within a specific date range. The report is generated asynchronously - use the returned job ID to poll for completion.
Create Bookmark
Tool to create a bookmark on a folder using either path or folder_id. Use when you need to add a folder to user bookmarks for quick access.
Create Comment
Tool to create a new comment/note on a file in Egnyte. Use when you need to add comments, notes, or feedback to a specific file.
Create File Audit Report
Tool to generate a file activity audit report for specified date range and filters. Use when you need to track file operations like downloads, uploads, moves, deletes within a date range. Returns a job ID for async retrieval - poll the job status to check when report is ready.
Create Login Audit Report
Tool to generate a login audit report for specified date range and filters. Use when you need to create an audit report for login activity and retrieve a report ID for async retrieval.
Delete Audit Report
Tool to delete an audit report from Egnyte. Use when you need to remove a specific audit report by its type and ID.
Delete Bookmark
Tool to delete a bookmark from the user's bookmarks. Use when you need to remove a specific bookmark by its ID.
Delete File By ID
Delete a file using persistent file ID. Can specify entry_id to delete specific version. Use when you need to delete a file by its persistent identifier (Group ID) rather than path.
Delete file or folder
Tool to delete a file or folder at the specified path. Items are moved to trash, not permanently deleted. Use when you need to remove a file or folder from the Egnyte file system.
Delete Group
Tool to delete a group from the Egnyte domain. Use when you need to permanently remove a group. SCIM-compliant.
Delete Shared Link
Tool to delete a shared link by its ID. Use when you need to permanently remove a link. Once deleted, the link cannot be reactivated.
Delete Metadata Key
Tool to delete a metadata key from a namespace. Use force_delete=true to remove keys that are currently in use.
Delete User
Tool to delete a user from the Egnyte domain using the SCIM-compliant endpoint. Use when you need to permanently remove a user from the system. This action is destructive and cannot be undone.
Get Audit Report
Tool to retrieve an audit report by type and ID. Audit reports are generated asynchronously - first create a report using POST /pubapi/v1/audit/{type}, then use this action to retrieve the completed report data. Returns audit events in JSON format.
Get audit job status
Tool to check the status of an audit report generation job. Use when you need to poll the status of a previously created audit report to determine if it's ready for download.
Get Audit Stream
Tool to stream audit events starting from a specific date. Returns up to 5,000 events for at most 30-minute spans. Use when you need to retrieve audit logs for the last 7 days. For pagination, use the nextCursor value from the response in subsequent requests.
Get Bookmark
Tool to retrieve details for a specific bookmark by its ID. Use when you need to get the path, folder_id, or creation date of a bookmarked folder.
Get Events Cursor
Tool to get the latest event cursor position for starting event polling. Use this to obtain the current cursor before beginning to poll for events.
Get Events V2
Tool to poll for events (v2) including permission_change event type in addition to file_system and note types. Use when you need to retrieve events after a specific cursor ID. Returns a 204 status if no events exist after the provided cursor.
Get File Metadata Values
Tool to retrieve custom metadata values for a file or file version within a specific namespace. Use when you need to fetch custom properties associated with a file.
Get Folder Statistics
Tool to get statistics for a folder by ID including file counts, folder counts, and size information. Use when you need to retrieve storage and content metrics for a specific folder.
Get Group Details
Tool to retrieve details for a specific group including members and attributes. Use when you need to fetch group information by group ID. SCIM-compliant.
Get Link Details
Tool to get detailed information about a shared link by its ID. Use when you need to retrieve details like path, type, accessibility settings, expiration date, and recipients for a specific shared link.
Get Folder Permissions
Tool to get effective permissions for a folder including users and groups with their permission levels. Use when you need to check who has access to a specific folder and their permission levels (Owner, Full, Editor, Viewer, None).
List Bookmarks
Tool to list all bookmarked folders for the authenticated user with pagination support. Use when you need to retrieve user bookmarks or check which folders are bookmarked.
List Comments
Tool to list all comments/notes on a file in Egnyte. Use when you need to retrieve comments or discussion threads associated with a specific file.
List Insights Files
Tool to list recently accessed files for the authenticated user. Returns up to 10 files with metadata including size, last_modified, and last_accessed timestamps.
List Metadata Namespaces
Tool to list all custom metadata keys in a namespace. Use when you need to inspect metadata key definitions for a specific namespace in Egnyte.
List workflows
Tool to list all workflows in Egnyte. Use when you need to retrieve the list of workflows configured in the Egnyte account.
List Workflow Tasks
Tool to list all workflow tasks. Returns an array of tasks with total count. Use when you need to retrieve all workflow tasks in the Egnyte system.
Lock File
Tool to lock a file to prevent edits by other users. Use when you need to acquire an exclusive lock on a file to prevent concurrent modifications.
Replace Group (PUT)
Tool to fully replace a group's attributes including display name and members. Use when you need to completely overwrite all group properties. This uses PUT method and replaces all attributes.
Set File Metadata Values
Tool to set custom metadata values for a file or file version within a specific namespace. Use when you need to add or update custom properties on a file. Keys must already exist in the namespace.
Set Folder Metadata Values
Tool to set custom metadata values for a folder within a namespace. Use when you need to assign or update custom properties on a folder in Egnyte.
Set Folder Permissions
Tool to set folder permissions for users or groups. Permission levels: Owner, Full, Editor, Viewer, None. Use when you need to grant or revoke access to a folder for specific users or groups.
Stream Audit Events
Tool to stream audit events with filtering by audit types (FILE_AUDIT, LOGIN_AUDIT, PERMISSION_AUDIT). Use when you need to retrieve audit events for a specific date range or continue streaming from a previous cursor. Returns up to 5,000 events per request.
Update Folder Options
Tool to update folder options including description and other settings. Use when you need to modify folder metadata such as adding or updating the folder description.
Update Group
Tool to update specific attributes of a group including display name and members. Use when you need to modify group properties or membership. SCIM-compliant endpoint for incremental updates.
Update Metadata Key
Tool to update key definitions including display name, help text, data values for enums, and priority. Use when you need to modify metadata key properties within a namespace.
Update Metadata Namespace
Tool to update key definitions of a metadata namespace. Use when you need to change the display name or adjust field priorities. At least one of displayName or priorities must be provided.
Update User
Tool to update specific attributes of a user in the Egnyte domain using the SCIM-compliant endpoint. Use when you need to modify user information such as name, email, active status, or other user properties. Only the attributes provided in the request will be updated.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Egnyte is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Egnyte, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Egnyte for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Egnyte work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Egnyte to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Egnyte in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Egnyte.
- 3
Hit "Connect"
Click "Connect Egnyte" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Egnyte
Build a quick AI Agent (it's like writing instructions, not code), and pick the Egnyte actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Egnyte for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Egnyte workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Egnyte users had before signing up
Do I need to know how to code?
Not even a little. If you can use Egnyte today, you can set this up. You'll connect Egnyte, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Egnyte login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Egnyte or delete everything any time.
What happens when Egnyte updates their app?
We handle it. When Egnyte adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Egnyte takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Egnyte — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Egnyte on FormWise
Egnyte is a cloud-based content collaboration platform that enables secure file sharing, storage, and governance for businesses.
Connect Egnyte once and your FormWise AI gets 60 things it can do inside it. That means your AI can handle the Egnyte work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Egnyte? Take a look at www.egnyte.com.
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Stop doing the Egnyte work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
