Connect ShareFile and heiapply-crm to Build Intelligent Automations
Enable Integrations or automations with these events of ShareFile and heiapply-crm
Enable Integrations or automations with these events of ShareFile and heiapply-crm
Triggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Actions
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.
Explore more automations built by businesses and experts
Know More About Sharefile and Heiapply Crm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your ShareFile and heiapply-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in heiapply-crm (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in heiapply-crm. This includes choosing which data fields go into which fields of heiapply-crm, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and heiapply-crm 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 heiapply-crm. 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 MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.