ShareFile logoDevRev logo

Connect ShareFile and DevRev

Integrate ShareFile with DevRev to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

AI Powered Built to Scale 2300+ Integrations
Book a demo

Popular ShareFile + DevRev flows

Start from a real workflow other teams are already running.

Choose a trigger

ShareFile logo

ShareFile

When this happens...

Choose an action

DevRev logo

DevRev

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between ShareFile and DevRev.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

Do thisActions

Action is the task that follows automatically within your ShareFile integrations.

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.

Update Dev User

Update Dev User

Updates the user corresponding to the input ID.

List Dev Users

List Dev Users

Lists users within your organization.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
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.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating ShareFile and DevRev free

No credit card required. Set up your first workflow in minutes.

Integrations ShareFile
ShareFile + DevRev
ShareFile logo

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 more
Integrations DevRev
DevRev + ShareFile
DevRev logo

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

Learn more

Frequently Asked Questions

How do I connect ShareFile and DevRev?

Sign up for a free viaSocket account, then authorize both your ShareFile and DevRev 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ShareFile and DevRev as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ShareFile to DevRev?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach DevRev. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ShareFile triggers actions in DevRev, and a separate workflow where DevRev triggers actions in ShareFile. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ShareFile and DevRev. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ShareFile and DevRev integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.