Integrations ShareFile Just Invoice
ShareFile + Just Invoice

Connect ShareFile and Just Invoice to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

Just Invoice

Automatically do this!

Ready to use ShareFile and Just Invoice automations

Actions and Triggers

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.

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 Invoice

Create Invoice

Create a new invoice with customer details, line items, date, currency, and a customer note.

Get invoice details

Get invoice details

Show details for a selected invoice

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Frequently Asked Questions

How do I start an integration between ShareFile and Just Invoice?

To start, connect both your ShareFile and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Just Invoice (or vice versa).

Can we customize how data from ShareFile is recorded in Just Invoice?

Absolutely. You can customize how ShareFile data is recorded in Just Invoice. This includes choosing which data fields go into which fields of Just Invoice, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ShareFile and Just Invoice?

The data sync between ShareFile and Just Invoice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ShareFile to Just Invoice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ShareFile and Just Invoice?

Yes, you can set conditional logic to control the flow of data between ShareFile and Just Invoice. 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.

ShareFile

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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Just Invoice

About Just Invoice

Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.

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