viaSocket

Connect ShareFile and Drip to Build Intelligent Automations

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ShareFile

When this happens...

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Drip

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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.

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

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.

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

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Frequently Asked Questions

How do I start an integration between ShareFile and Drip?

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

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

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

How often does the data sync between ShareFile and Drip?

The data sync between ShareFile and Drip 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 Drip?

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 Drip?

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

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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