Connect ShareFile and Deskpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Brand
Create Ticket
Create Organization
Find Ticket
Find Organization
Add Message to Ticket
Update Ticket
Create Person
Find Person
Ready to use ShareFile and Deskpro 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.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
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 Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
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Frequently Asked Questions
To start, connect both your ShareFile and Deskpro accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Deskpro (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Deskpro. This includes choosing which data fields go into which fields of Deskpro, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Deskpro 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 Deskpro. 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.
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