Connect ShareFile and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Search Documents
Create New Page/Document
List All Pages
Get Page Text And Metadata
Create Endpoint
Create FAQ Entries
Approve or Reject FAQ
Open FAQ Details
Ready to use ShareFile and Docstar 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 Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
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.
Search Documents
Find files in a document collection using plain-language queries. Optionally include document titles and direct links.
Create New Page/Document
Add a new page under a chosen parent. Enter a title, optional URL slug, and the page content. Optionally set publish and editing options. The new page will be added to the selected parent and available immediately.
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Frequently Asked Questions
To start, connect both your ShareFile and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Docstar (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Docstar 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 Docstar. 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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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