Create integrations between ShareFile and Insightly
Create Record in Insightly when New File in ShareFile
Update Record in Insightly when New File in ShareFile
Find Record in Insightly when New File in ShareFile
Create Record in Insightly when New Client in ShareFile
Update Record in Insightly when New Client in ShareFile
Find Record in Insightly when New Client in ShareFile
Add Note in Sharefile when New or Updated Contact in Insightly
Add URL in Sharefile when New or Updated Contact in Insightly
Create Client User in Sharefile when New or Updated Contact in Insightly
Create Folder in ShareFile when New or Updated Contact in Insightly
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
Do thisActions
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.
Create Record
Creates a Record.
Update Record
Updates a Record
Frequently Asked Questions
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 Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
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