Connect Filestage and noCRM.io to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use Filestage and noCRM.io automations
Actions and Triggers
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.
Know More About Filestage and Nocrmio Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Filestage and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Filestage triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Filestage data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Filestage and noCRM.io 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 noCRM.io. 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 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 MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.