Connect KarmaCRM and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use KarmaCRM and ShareFile automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
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 KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
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Frequently Asked Questions
To start, connect both your KarmaCRM and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how KarmaCRM 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 KarmaCRM 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 KarmaCRM 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 KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
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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