Connect Filestage and Salesforce
Integrate Filestage with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Project in Filestage
Add Lead To Campaign in Salesforce when New Project in Filestage
Create Attachment in Salesforce when New Project in Filestage
Create Contact in Salesforce when New Project in Filestage
Create Note in Salesforce when New Project in Filestage
Popular Filestage + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Filestage
When this happens...
New Project
Project is Archived
Project is Deleted
New File Version Is Uploaded
File Version is Deleted
New Folder is Created
Reviewer is Invited to a Reviewer Group
File Is Deleted
New Comment is Created
Comment Reply Is Created
File Due Date Is Changed
File Review Status is Changed
Review Decision is Submitted
New File is Added to a Project
When a Review Is Started in a New Reviewer Group
When a Review Due Date Has Arrived
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New Project in Filestage
Use this flowAdd Lead To Campaign in Salesforce when New Project in Filestage
Use this flowCreate Attachment in Salesforce when New Project in Filestage
Use this flowCreate Contact in Salesforce when New Project in Filestage
Use this flowCreate Note in Salesforce when New Project in Filestage
Use this flowUpdate Contact in Salesforce when New Project in Filestage
Use this flowCreate Lead in Salesforce when New Project in Filestage
Use this flowUpdate Lead in Salesforce when New Project in Filestage
Use this flowCreate Account in Salesforce when New Project in Filestage
Use this flowCreate Campaign in Salesforce when New Project in Filestage
Use this flowSupported Triggers & Actions
Everything you can automate between Filestage and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Action is the task that follows automatically within your Filestage integrations.
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Filestage and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Filestage and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Filestage triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Filestage. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Filestage and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Filestage and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
