Connect ShareFile and Loops.so to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

Loops.so

Automatically do this!

Ready to use ShareFile and Loops.so 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.

Delete a contact

Delete a contact

Delete a contact by email address.

Find a contact

Find a contact

Find a contact by email address.

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Frequently Asked Questions

How do I start an integration between ShareFile and Loops.so?

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

Can we customize how data from ShareFile is recorded in Loops.so?

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

How often does the data sync between ShareFile and Loops.so?

The data sync between ShareFile and Loops.so 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 Loops.so?

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 Loops.so?

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

About Loops.so

Loops is a platform designed to streamline and automate your business workflows, enhancing productivity and efficiency. It offers a range of tools to create, manage, and optimize various processes within your organization.

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