Connect ShareFile and great aep to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

great aep

Automatically do this!

Enable Integrations or automations with these events of ShareFile and great aep

Enable Integrations or automations with these events of ShareFile and great aep

Triggers

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

Actions

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.

Request a new Action for ShareFile

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Frequently Asked Questions

How do I start an integration between ShareFile and great aep?

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

Can we customize how data from ShareFile is recorded in great aep?

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

How often does the data sync between ShareFile and great aep?

The data sync between ShareFile and great aep 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 great aep?

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 great aep?

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

About great aep

Great AEP is automated scheduling for insurance agents.

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