Connect ShareFile and Intercom to Build Intelligent Automations
Ready to use ShareFile and Intercom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Lead Added Email
Triggers when a Lead enters an email address.
New Closed Conversation
Triggers when you close a Conversation.
New Company
Triggers when a new Company is created.
Admin initiated message to one user
Triggers when Admin initiated message to one user.
Do thisActions
Action is the task that follows automatically within your ShareFile integrations.
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.
List All Tags
List All Tags
Add Tag to Contact
Add a tag to contact
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Frequently Asked Questions
To start, connect both your ShareFile and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Intercom (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ShareFile and Intercom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn MoreAbout Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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