Connect ShareFile and Callbell to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create New Contact
Update Contact
List Contact
List Team
Update Bot Status
List Channels
List Custom Statuses
List Templates
List Events
Ready to use ShareFile and Callbell 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.
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
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 New Contact
Creates a new Contact
Update Contact
Updates one or more fields in an existing contact.
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Frequently Asked Questions
To start, connect both your ShareFile and Callbell accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Callbell (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Callbell. This includes choosing which data fields go into which fields of Callbell, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Callbell 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 Callbell. 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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