Connect ShareFile and Fingertip to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

Fingertip

Automatically do this!

Ready to use ShareFile and Fingertip automations

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.

Booking Cancelled

Booking Cancelled

Triggers when a booking is cancelled.

Booking Created

Booking Created

Triggers when a new booking is created.

Booking Rescheduled

Booking Rescheduled

Triggers when a booking is rescheduled.

New Site Contact

New Site Contact

Triggers when a new site contact is created.

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 Site Contact

Create Site Contact

Create a site contact in Fingertip.

Create Site

Create Site

Create a new site with ready-to-use pages, themes, and blocks.

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Frequently Asked Questions

How do I start an integration between ShareFile and Fingertip?

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

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

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

How often does the data sync between ShareFile and Fingertip?

The data sync between ShareFile and Fingertip 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 Fingertip?

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 Fingertip?

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

About Fingertip

Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.

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