
When this happens...
New File
New Client

Automatically do this!
Create Document From Text
Add or replace text in Google Doc
Create Document From Template
Get Document Content
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.
Runs when a new Google Docs document is created within the chosen time window.
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.
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add new text to a selected Google Doc tab, or replace that tab’s existing content.

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To start, connect both your ShareFile and Google Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Google Docs (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Google Docs. This includes choosing which data fields go into which fields of Google Docs, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Google Docs 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 Google Docs. 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 MoreGoogle Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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