Connect ShareFile and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of ShareFile and eMoney Advisor
Enable Integrations or automations with these events of ShareFile and eMoney Advisor
Triggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Actions
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.
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Frequently Asked Questions
To start, connect both your ShareFile and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and eMoney Advisor 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 eMoney Advisor. 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 eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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