Connect ShareFile and Zoho FSM to Build Intelligent Automations
Ready to use ShareFile and Zoho FSM automations
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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 ShareFile integrations.
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.
Create Folder
Creates a folder in the chosen folder.
Create User
Creates a new user to Zoho FSM.
Create company
Create a company record with billing, service address, and tax details.
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Frequently Asked Questions
To start, connect both your ShareFile and Zoho FSM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Zoho FSM (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Zoho FSM. This includes choosing which data fields go into which fields of Zoho FSM, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Zoho FSM 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 ShareFile and Zoho FSM. 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 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.
Learn MoreAbout Zoho FSM
Zoho FSM is a comprehensive field service management solution designed to streamline operations, enhance customer satisfaction, and improve efficiency for businesses managing field services.
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