Connect Libeo and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Libeo
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use Libeo and ShareFile automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Libeo integrations.
Delete Invoice
Deletes an invoice
Create Invoice
Creates an Invoice ready to be paid.
Create Supplier
Creates a new supplier
Search Supplier
Search supplier by its name, siret or siren
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
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Frequently Asked Questions
To start, connect both your Libeo and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how Libeo 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 Libeo 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 Libeo 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 Libeo
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
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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