Connect ShareFile and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use ShareFile and Capsule CRM automations
Explore more automations built by businesses and experts
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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.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
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 Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
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Frequently Asked Questions
To start, connect both your ShareFile and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Capsule CRM 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 Capsule CRM. 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 Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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