IntegrationsShareFileDevRev
ShareFile + DevRev

Connect ShareFile and DevRev to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

DevRev

Automatically do this!

Actions and Triggers

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.

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Frequently Asked Questions

How do I start an integration between ShareFile and DevRev?

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

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

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

How often does the data sync between ShareFile and DevRev?

The data sync between ShareFile and DevRev 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 DevRev?

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 DevRev?

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

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.

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