Connect ShareFile and Guidebook to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Ready to use ShareFile and Guidebook automations
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.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
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.
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
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Frequently Asked Questions
To start, connect both your ShareFile and Guidebook accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Guidebook (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Guidebook. This includes choosing which data fields go into which fields of Guidebook, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Guidebook 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 Guidebook. 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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
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