
When this happens...
New File
New Client

Automatically do this!
Create Project
Create a Message
Create Document
Create To-Do
Create Campfire Message
Create To-Do List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Trigger when any activity happens in a basecamp.
Trigger when a new message is created in a basecamp.
Trigger when a new schedule entry is created in a basecamp.
Trigger when a new todo is created in a basecamp.
Action is the task that follows automatically within your ShareFile integrations.
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.
Creates a new project.
Creates a new message in a message board.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ShareFile and Basecamp accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Basecamp (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Basecamp . This includes choosing which data fields go into which fields of Basecamp , setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Basecamp 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 Basecamp . 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.
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 MoreBasecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
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