Connect ShareFile and Order Desk to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create an Order History Item
Create Shipment
Create Order
Create Order Item
Create an Inventory Item
Update Single Inventory Item
Update Order Item
Update an Order
Delete Inventory Item
Delete a Shipment
Delete an Order
Delete an Order Item
Ready to use ShareFile and Order Desk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
New Order
Triggers when a new order is created in OrderDesk.
Do thisActions
Action is the task that follows automatically within your ShareFile integrations.
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 an Order History Item
create an history item in order on orderdeck
Create Shipment
Creates a new shipment for an order, including tracking information and carrier details.
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Frequently Asked Questions
To start, connect both your ShareFile and Order Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Order Desk (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Order Desk. This includes choosing which data fields go into which fields of Order Desk, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Order Desk 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 Order Desk. 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.
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 Order Desk
Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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