Connect ShareFile and deskera to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

deskera

Automatically do this!

Enable Integrations or automations with these events of ShareFile and deskera

Enable Integrations or automations with these events of ShareFile and deskera

Triggers

New File

New File

Triggers when a new file is uploaded to a specified folder.

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for ShareFile

Actions

Add Note

Add Note

Adds a note in the chosen folder.

Add URL

Add URL

Adds a URL in the chosen folder.

Create Client User

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Create Folder

Creates a folder in the chosen folder.

Request a new Action for ShareFile

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Frequently Asked Questions

How do I start an integration between ShareFile and deskera?

To start, connect both your ShareFile and deskera accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in deskera (or vice versa).

Can we customize how data from ShareFile is recorded in deskera?

Absolutely. You can customize how ShareFile data is recorded in deskera. This includes choosing which data fields go into which fields of deskera, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ShareFile and deskera?

The data sync between ShareFile and deskera typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ShareFile to deskera?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ShareFile and deskera?

Yes, you can set conditional logic to control the flow of data between ShareFile and deskera. 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

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.

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deskera

About deskera

Deskera is all you need to manage your organization's business and financial requirements.

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