Connect Basin and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Basin
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use Basin and ShareFile automations
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 Basin integrations.
Create Project
Creates new project.
Create Form
Creates a new form
Update Form
Updates existing forms.
Update Submissions
Updates submissions
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
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Frequently Asked Questions
To start, connect both your Basin and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how Basin 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 Basin 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 Basin 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 Basin
Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.
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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