Connect Routee and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact added
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use Routee and ShareFile automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact added
Start a workflow for each contact added to your Routee account.
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 Routee integrations.
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
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Frequently Asked Questions
To start, connect both your Routee and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how Routee 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 Routee 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 Routee 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 Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
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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