Connect agentbright and ShareFile to Build Intelligent Automations

Choose a Trigger

agentbright

When this happens...

Choose an Action

ShareFile

Automatically do this!

Enable Integrations or automations with these events of agentbright and ShareFile

Enable Integrations or automations with these events of agentbright and ShareFile

Triggers

New File

New File

Triggers when a new file is uploaded to a specified folder.

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for agentbright

Actions

Add Note

Add Note

Adds a note in the chosen folder.

Add URL

Add URL

Adds a URL in the chosen folder.

Create Client User

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Create Folder

Creates a folder in the chosen folder.

Request a new Action for agentbright

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between agentbright and ShareFile?

To start, connect both your agentbright and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in agentbright triggers actions in ShareFile (or vice versa).

Can we customize how data from agentbright is recorded in ShareFile?

Absolutely. You can customize how agentbright data is recorded in ShareFile. This includes choosing which data fields go into which fields of ShareFile, setting up custom formats, and filtering out unwanted information.

How often does the data sync between agentbright and ShareFile?

The data sync between agentbright and ShareFile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from agentbright to ShareFile?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between agentbright and ShareFile?

Yes, you can set conditional logic to control the flow of data between agentbright and ShareFile. 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.

agentbright

About agentbright

AgentBright is a relationship marketing platform for real estate agents.

Learn More
ShareFile

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 More