
When this happens...
New File
New Client

Automatically do this!
Enable Integrations or automations with these events of ShareFile and Client Broadcast
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a ShareFile user with the given information.
Creates a folder in the chosen folder.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ShareFile and Client Broadcast accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Client Broadcast (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Client Broadcast. This includes choosing which data fields go into which fields of Client Broadcast, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Client Broadcast 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 Client Broadcast. 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.
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 MoreClient Broadcast is a cloud based communications platform designed to save your business time and money while increasing sales!
Learn More