Salesflare Salesflare Integrations

Filestage and Salesflare

Team Collaboration filestage.io ↗

How to connect Filestage

What you can automate

  • When when a New Comment Is Created in Filestage, create internal note in Salesflare.
  • When when a Comment Reply Is Created in Filestage, create internal note in Salesflare.
  • When when a Review Is Started in a New Reviewer Group in Filestage, create internal note in Salesflare.
  • When when a File Review Status Is Changed (Depreciated) in Filestage, create internal note in Salesflare.
  • When when a File Review Status Is Changed in Filestage, create internal note in Salesflare.
  • When when a Review Decision Is Submitted in Filestage, create internal note in Salesflare.

About Filestage

Share, review and approve all your files in one place and enjoy a faster, more productive approval process

Filestage operations on Zapier

Triggers (17)

Start a workflow when this happens

  • When a Comment Reply Is Created — Triggers when a collaborator or a reviewer creates a comment reply.
  • When a File Due Date Is Changed — Triggers when a file due date is set or updated.
  • When a File Is Deleted — Triggers when a file and all its versions are removed.
  • When a File Review Status Is Changed — Triggers when a file review status is changed.
  • When a File Review Status Is Changed (Depreciated) — Triggers when a file review status is changed.
Show 12 more triggers
  • When a File Version Is Deleted — Triggers when a file version is removed.
  • When a New Comment Is Created — Triggers when a collaborator or a reviewer creates a comment.
  • When a New File Is Added to a Project — Triggers when a new file is added to a project.
  • When a New File Version Is Uploaded — Triggers when a new version of a file is uploaded.
  • When a New Folder Is Created — Triggers when a new folder is created.
  • When a New Project Is Created — Triggers when a new project is created.
  • When a Project Is Archived — Triggers when a project is archived.
  • When a Project Is Deleted — Triggers when a project is removed.
  • When a Review Decision Is Submitted — Triggers when a reviewer submits a review decision by clicking either 'Request changes' or 'Approve'.
  • When a Review Due Date Has Arrived — Triggers when the review due date has arrived.
  • When a Review Is Started in a New Reviewer Group — Triggers when a review is started in a new reviewer group.
  • When a Reviewer Is Invited to a Reviewer Group — Triggers when a reviewer is invited to a reviewer group.

Actions (9)

Things Salesflare can make it do

  • Add Reviewers to Reviewer Group — Adds reviewers to a chosen reviewer group.
  • Archive/Unarchive Project — Archives/Unarchives a project by its ID.
  • Create Folder — Creates a new folder in Filestage.
  • Create Project — Creates a new project in Filestage.
  • Create Review Comment — Creates a general comment for a chosen review.
Show 4 more actions
  • Create Reviewer Group — Creates a new reviewer group.
  • Download File Version — Downloads the contents of the chosen file version.
  • Upload a File — Uploads a file to a defined project by its URL.
  • Upload a File (With a File Object) — Uploads a file to a defined project.

Searches (9)

Look up existing records

  • Get Comments by Review — Returns all comments of a chosen review.
  • Get File Reviews — Returns all reviews of a file by its ID.
  • Get File by ID — Returns a file by its ID.
  • Get Folder by ID — Returns a folder by its ID.
  • Get Folders — Returns all folders of the team.
Show 4 more searches
  • Get Project by ID — Returns a project by its ID.
  • Get Projects — Returns all projects of the team.
  • Get Review by ID — Returns a review by its ID.
  • Get Reviewer Groups by Project — Returns reviewer groups by project.

Filestage operations on Make

Actions (12)

Things Salesflare can make it do

  • Add Reviewers to a Step — Adds reviewers to a step.
  • Create a Comment (deprecated) — Creates a general comment for a version.
  • Create a Folder — Creates a new folder.
  • Create a Project — Creates a new project.
  • Create a Step — Creates a new step.
Show 7 more actions
  • Download File Version — Downloads the contents of the original file.
  • Get a File — Retrieves a specific file.
  • Get a Project — Retrieves a specific project.
  • Get a Version (deprecated) — Retrives a specific version.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Move File to Step (deprecated) — Moves a file to another review step.
  • Upload a File — Uploads a new file.

Searches (4)

Look up existing records

  • List Files — Retrieves a list of files.
  • List Folders — Retrieves a list of folders.
  • List Projects — Retrieves a list of projects.
  • List Steps — Retrieves a list of steps.

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