Connect ShareFile and FuseDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Contact
Create FuseDesk Case
Update Contact
Update FuseDesk Case
Find a Contact
List Case
List Unassigned Emails
List Trashed Emails
List All Reps
List Case Tags
List Active Departments
List Departments
List Archived Departments
List Webhooks
List Chats
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Contact Updated
Triggers when a contact is updated in FuseDesk
Contact Created
Triggers when a contact is created in FuseDesk
Case Created
Triggers when a new FuseDesk case is created.
Case Updated
Triggers when a new FuseDesk case is updated.
Do thisActions
Action is the task that follows automatically within your ShareFile integrations.
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.
Create Contact
Creates a Contact
Create FuseDesk Case
Create a new FuseDesk Case
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Frequently Asked Questions
To start, connect both your ShareFile and FuseDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in FuseDesk (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in FuseDesk. This includes choosing which data fields go into which fields of FuseDesk, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and FuseDesk 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 FuseDesk. 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 FuseDesk
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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