Connect ShareFile and Callyzer to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Fetch Employee Details
Fetch Call History Report
Fetch Summary Report
Fetch Employee Summary Report
Use the Built-in Integrations
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 Event
Trigger's when new event occurs.
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.
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
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Frequently Asked Questions
To start, connect both your ShareFile and Callyzer accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Callyzer (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Callyzer. This includes choosing which data fields go into which fields of Callyzer, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Callyzer 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 Callyzer. 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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
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