Connect ShareFile and Copy.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Get All Workflow Runs
Start a Workflow Run
Ready to use ShareFile and Copy.ai automations
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.
Completed Workflow Run
Triggers when a Workflow Run is completed.
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 All Workflow Runs
You can view the details of all workflow runs for a workflow.
Start a Workflow Run
Starting a Workflow Run.
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Frequently Asked Questions
To start, connect both your ShareFile and Copy.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Copy.ai (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Copy.ai. This includes choosing which data fields go into which fields of Copy.ai, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Copy.ai 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 Copy.ai. 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 Copy.ai
Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.
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