Connect ShareFile and EyeLevel AI to Build Intelligent Automations

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ShareFile

When this happens...

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EyeLevel AI

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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.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

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.

Create Bucket

Create Bucket

Creates a Bucket.

Update Bucket

Update Bucket

Update an existing bucket.

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Frequently Asked Questions

How do I start an integration between ShareFile and EyeLevel AI?

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

Can we customize how data from ShareFile is recorded in EyeLevel AI?

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

How often does the data sync between ShareFile and EyeLevel AI?

The data sync between ShareFile and EyeLevel AI 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 EyeLevel AI?

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 EyeLevel AI?

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

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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