ShareFile

Productivity

Cliengo

Customer Support

Integrations ShareFile Cliengo

Create integrations between ShareFile and Cliengo

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Create Customer in Cliengo when New File in ShareFile

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Search Agent in Cliengo when New File in ShareFile

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Search Customer in Cliengo when New File in ShareFile

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Create Customer in Cliengo when New Client in ShareFile

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Search Agent in Cliengo when New Client in ShareFile

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Search Customer in Cliengo when New Client in ShareFile

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Add Note in Sharefile when New Customer/Contact in Cliengo

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Add URL in Sharefile when New Customer/Contact in Cliengo

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Create Client User in Sharefile when New Customer/Contact in Cliengo

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Create Folder in ShareFile when New Customer/Contact in Cliengo

Actions and Triggers

Triggers

New File

Triggers when a new file is uploaded to a specified folder.

New Client

Triggers when a new client is created.

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

Triggers when a new customer is created or updated

Actions

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 Customer

creates a new customer

Search Agent

Search a agent

Know More About
Viasocket Integrations

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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.

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About Cliengo

Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.

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