Connect ShareFile and Daftra
Integrate ShareFile with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ShareFile + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
ShareFile
When this happens...
New File
New Client
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Add Note in Sharefile when New Invoice Created in Daftra
Use this flowAdd URL in Sharefile when New Invoice Created in Daftra
Use this flowCreate Client User in Sharefile when New Invoice Created in Daftra
Use this flowCreate Folder in ShareFile when New Invoice Created in Daftra
Use this flowAdd Note in Sharefile when New Product Added in Daftra
Use this flowAdd URL in Sharefile when New Product Added in Daftra
Use this flowCreate Client User in Sharefile when New Product Added in Daftra
Use this flowCreate Folder in ShareFile when New Product Added in Daftra
Use this flowAdd Note in Sharefile when Product Updated in Daftra
Use this flowAdd URL in Sharefile when Product Updated in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between ShareFile and Daftra.
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 Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Invoice Is Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
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.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ShareFile and Daftra accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ShareFile and Daftra as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Daftra. No coding required.
Yes. You can set up a workflow where ShareFile triggers actions in Daftra, and a separate workflow where Daftra triggers actions in ShareFile. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ShareFile and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ShareFile and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
