Connect Sendme and Filestage to Build Intelligent Automations

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Sendme

When this happens...

Choose an Action

Filestage

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Update Contact

New or Update Contact

Triggers when a contact is created or Updated.

New Project

New Project

Triggers When a new project is created

Project is Archived

Project is Archived

Triggers when a project is archived.

Project is Deleted

Project is Deleted

Triggers when a project is removed.

New File Version Is Uploaded

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

File Version is Deleted

File Version is Deleted

Triggers when a file version is removed.

Do thisActions

Action is the task that follows automatically within your Sendme integrations.

Update Contact

Update Contact

Update contact in Sendme.

Create Contact

Create Contact

Create contact in Sendme

Create Folder

Create Folder

Creates a folder.

Create Project

Create Project

Creates a project in the specific folder.

Archive/Unarchive Project

Archive/Unarchive Project

Archives/Unarchives a chosen project.

Add Reviewers to Reviewers Group

Add Reviewers to Reviewers Group

Adds reviewers to a chosen reviewer group.

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Frequently Asked Questions

How do I start an integration between Sendme and Filestage?

To start, connect both your Sendme and Filestage accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in Filestage (or vice versa).

Can we customize how data from Sendme is recorded in Filestage?

Absolutely. You can customize how Sendme data is recorded in Filestage. This includes choosing which data fields go into which fields of Filestage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sendme and Filestage?

The data sync between Sendme and Filestage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sendme to Filestage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sendme and Filestage?

Yes, you can set conditional logic to control the flow of data between Sendme and Filestage. 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.

Sendme

About Sendme

Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.

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Filestage

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.

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