Connect ShareFile and DragApp to Build Intelligent Automations
Ready to use ShareFile and DragApp automations
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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 Task Cards
Retrieves task cards created in the selected board column within the specified 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.
Create Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
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Frequently Asked Questions
To start, connect both your ShareFile and DragApp accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in DragApp (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in DragApp. This includes choosing which data fields go into which fields of DragApp, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and DragApp 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 DragApp. 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 DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
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