
When this happens...
New File
New Client

Automatically do this!
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Runs when new response is submitted
Action is the task that follows automatically within your ShareFile integrations.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a ShareFile user with the given information.
Creates a folder in the chosen folder.

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To start, connect both your ShareFile and Opinion Stage accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Opinion Stage (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Opinion Stage. This includes choosing which data fields go into which fields of Opinion Stage, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Opinion Stage 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 Opinion Stage. 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 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 MoreOpinion Stage is a versatile platform for creating engaging quizzes, surveys, and polls to boost audience interaction and gather valuable insights.
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