
When this happens...
New File
New Client

Automatically do this!
Create Contact
Create Account
Add Contact Handle
Add Comment
Remove Conversation Links
Import Message
Assign Conversation
Add Conversation Link
Add Conversation Tags
Create Draft
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Action is the task that follows automatically within your ShareFile integrations.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a ShareFile user with the given information.
Creates a folder in the chosen folder.
Creates a new contact.
Creates a new Account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ShareFile and Front accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Front (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Front. This includes choosing which data fields go into which fields of Front, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Front 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 Front. 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 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 MoreFront is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.
Learn More