Connect ShareFile and BaseLinker to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Add Invoice
Add Order
Add Payment
Update Order Status
Add a Tracking Number
Update Order
Ready to use ShareFile and BaseLinker automations
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.
New Order
Triggers when a new order is confirmed.
New Invoice
Triggers when a new invoice is created.
Order Status Changed
Triggers when the status is changed on a order.
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.
Add Invoice
Add an invoice to the order
Add Order
Creates a new order
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Frequently Asked Questions
To start, connect both your ShareFile and BaseLinker accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in BaseLinker (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in BaseLinker. This includes choosing which data fields go into which fields of BaseLinker, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and BaseLinker 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 BaseLinker. 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 BaseLinker
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
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