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Connect ShareFile and Jotform

Integrate ShareFile with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between ShareFile and Jotform.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Submission

New Submission

Runs when a new submission is added to a specific form.

Request a new Trigger for ShareFile

Do thisActions

Action is the task that follows automatically within your ShareFile integrations.

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.

Create Form

Create Form

Create a new form to collect responses.

List Forms

List Forms

List all your Jotform forms with each form's ID, title, status, date of last submission, and form link.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate ShareFile and Jotform workflows.

Video 2

Learn how to automate ShareFile and Jotform workflows.

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Integrations ShareFile
ShareFile + Jotform
ShareFile logo

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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Integrations Jotform
Jotform + ShareFile
Jotform logo

About Jotform

Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.

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Frequently Asked Questions

How do I connect ShareFile and Jotform?

Sign up for a free viaSocket account, then authorize both your ShareFile and Jotform accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ShareFile and Jotform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ShareFile to Jotform?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Jotform. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ShareFile triggers actions in Jotform, and a separate workflow where Jotform triggers actions in ShareFile. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ShareFile and Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ShareFile and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.