ShareFile and Salesflare
How to connect ShareFile
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 4 modules available. Set it up ↗
What you can automate
- When new Client in ShareFile, find or create account, then find or create contact, then add contact to account in Salesflare.
About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
ShareFile operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New File — Triggers when a new file is added to the chosen folder.
Actions (6)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Add Note — Adds a note in the chosen folder.
- Add URL — Adds a URL in the chosen folder.
- Create Client User — Creates a ShareFile user with the given information.
- Create Folder — Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Show 1 more actions
- Upload File — Allows user to upload a file to the selected folder.
ShareFile operations on Make
Actions (4)
Things Salesflare can make it do
- Create a Folder — Creates a new folder.
- Create a Share — Creates a new Send or Request Share.
- Send an Email — Sends an Email to the specified list of addresses, containing a link to the specified Items.
- Upload a File — Uploads a file.
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