Connect Eledo and ShareFile to Build Intelligent Automations

Choose a Trigger

Eledo

When this happens...

Choose an Action

ShareFile

Automatically do this!

Ready to use Eledo and ShareFile automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

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Do thisActions

Action is the task that follows automatically within your Eledo integrations.

Generate PDF Document

Generate PDF Document

Create a PDF from an Eledo template and return a download link. Optionally make the file temporary for one-time download.

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.

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Frequently Asked Questions

How do I start an integration between Eledo and ShareFile?

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

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

Absolutely. You can customize how Eledo 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 Eledo and ShareFile?

The data sync between Eledo 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 Eledo 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 Eledo and ShareFile?

Yes, you can set conditional logic to control the flow of data between Eledo 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.

Eledo

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.

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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.

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