
When this happens...
New Submission

Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new submission is received.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Action is the task that follows automatically within your NeetoForm integrations.
Get a list of your forms.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a ShareFile user with the given information.
Creates a folder in the chosen folder.

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To start, connect both your NeetoForm and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in NeetoForm triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how NeetoForm 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 NeetoForm 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 NeetoForm 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.
neetoForm makes it easy to build forms without knowing any fancy coding stuff. You can use neetoForm to create surveys, registrations, feedback forms, etc.
Learn MoreShareFile 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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