Connect AlterEstate and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AlterEstate
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use AlterEstate and ShareFile automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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.
Do thisActions
Action is the task that follows automatically within your AlterEstate integrations.
List All Agents
Retrieves the list of all agents in the company
List Properties
List All Properties
List Buildings
List all Buildings.
List Cities
Retrieve a list of cities by country.
List Sectors
Retrieve a list of sectors
Add Note
Adds a note in the chosen folder.
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Frequently Asked Questions
To start, connect both your AlterEstate and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in AlterEstate triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how AlterEstate 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.
The data sync between AlterEstate and ShareFile 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 AlterEstate 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.
About AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
Learn MoreAbout 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.
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