Integrate Filestage and Evolved Metrics CRM with viaSocket
Filestage already connects with hundreds of apps. Evolved Metrics CRM's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Filestage and Evolved Metrics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Action is the task that follows automatically within your Filestage integrations.
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
Learn moreSimilar apps
About Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Filestage and Evolved Metrics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Filestage and Evolved Metrics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Evolved Metrics CRM. No coding required.
Yes. You can set up a workflow where Filestage triggers actions in Evolved Metrics CRM, and a separate workflow where Evolved Metrics CRM triggers actions in Filestage. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Filestage and Evolved Metrics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Filestage and Evolved Metrics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
