Connect ShareFile and Formstack to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

Formstack

Automatically do this!

Ready to use ShareFile and Formstack 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.

Request a new Trigger for ShareFile

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 Form Submission

Create Form Submission

Create a new submission on form

Delete a Form

Delete a Form

Delete an existing form by form id

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Frequently Asked Questions

How do I start an integration between ShareFile and Formstack?

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

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

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

How often does the data sync between ShareFile and Formstack?

The data sync between ShareFile and Formstack 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 Formstack?

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 Formstack?

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

About Formstack

Formstack is a versatile online form builder that enables users to build and design web forms without any coding expertise. It supports data collection, customer feedback, and internal processes enhancement through customizable forms and surveys.

Learn More