Connect ShareFile and DataForms.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Form
Find Form, Template or Entry
Delete Form
Ready to use ShareFile and DataForms.io automations
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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.
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.
Create Form
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Find Form, Template or Entry
Finds a form, template, or entry in your DataForms account by name or code and returns it.
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Frequently Asked Questions
To start, connect both your ShareFile and DataForms.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in DataForms.io (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in DataForms.io. This includes choosing which data fields go into which fields of DataForms.io, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and DataForms.io 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 DataForms.io. 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 DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
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