Connect ShareFile and Cobot to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Get Memberships
List booking categories for a space
List upcoming bookings for member
List recent bookings for member
List remaining booking credits for a member
List check-ins for entire space
List invoices
List Open Invoices
Get a questionnaire
List answers for a member
List members
List payment methods
List plans
List Resources
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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.
Booking Created
Triggers when a booking is made.
Booking Will Begin
Triggers when a booking is about to begin.
Event Published
Triggers when an admin publishes an event.
Invoice Created
Triggers when an invoice is created.
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.
Get Memberships
Listthe current members of a space.
List booking categories for a space
List all booking calendar resources categories of a space.
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Frequently Asked Questions
To start, connect both your ShareFile and Cobot accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Cobot (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Cobot. This includes choosing which data fields go into which fields of Cobot, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Cobot 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 Cobot. 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 Cobot
Cobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
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