
When this happens...
New Project
Project is Archived
Project is Deleted
New File Version Is Uploaded
File Version is Deleted
New Folder is Created
Reviewer is Invited to a Reviewer Group
File Is Deleted
New Comment is Created
Comment Reply Is Created
File Due Date Is Changed
File Review Status is Changed
Review Decision is Submitted
New File is Added to a Project
When a Review Is Started in a New Reviewer Group
When a Review Due Date Has Arrived

Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Get Calendar Free Slots
Search Calendar
Create Calendar Group
Create Appointment
Add Lead to Workflow
Remove Lead from Workflow
Add Contact Note
List Campaigns
Create Conversation
Search Conversation
Create Business
Get Conversation Messages
List Forms
Get Link
List Surveys
List White-label Integration Providers
List Payment Orders
List Transactions
List Subscriptions
Search Coupon
Retrieve Provider Config
Get Product Details
Search Custom Object
Create Link
Create White-label Integration Provider
Create Coupon
Create New Integration
Create Custom Object
Get Calendar Group
Search Appointment
Search Business
Create AI Agent
Search AI Agent
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When a new project is created
Triggers when a project is archived.
Triggers when a project is removed.
Triggers when a new version of a file is uploaded.
Triggers when a file version is removed.
Triggers when a new folder is created.
Action is the task that follows automatically within your Filestage integrations.
Creates a folder.
Creates a project in the specific folder.
Archives/Unarchives a chosen project.
Adds reviewers to a chosen reviewer group.
Creates a general comment for a provided version.
List all reviewer groups of a specific project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Filestage and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Filestage triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Filestage data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Filestage and LeadConnector 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 Filestage and LeadConnector. 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.
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 MoreLeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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