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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.
New Employee
Triggers when a new employee is created
New Reminder
Triggers when a new reminder is create
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 Reminder
Updates a Reminder in HR Partner.
Delete Remainder
Delete a reminder completely from HR Partner.
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Frequently Asked Questions
To start, connect both your ShareFile and HR Partner accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in HR Partner (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in HR Partner. This includes choosing which data fields go into which fields of HR Partner, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and HR Partner 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 HR Partner. 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 HR Partner
HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
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