Connect ShareFile and Pinch Payments
Integrate ShareFile with Pinch Payments to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Scheduled Payment in Pinch Payments when New File in ShareFile
Add a Source to a Payer in Pinch when New File in ShareFile
Create or Update Payer in Pinch when New File in ShareFile
Add a Subscription to Pinch when New File in ShareFile
Find a Subscription in Pinch when New File in ShareFile
Popular ShareFile + Pinch Payments flows
Start from a real workflow other teams are already running.
Choose a trigger
ShareFile
When this happens...
New File
New Client
Choose an action
Pinch Payments
Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
Create or Update Scheduled Payment in Pinch Payments when New File in ShareFile
Use this flowAdd a Source to a Payer in Pinch when New File in ShareFile
Use this flowCreate or Update Payer in Pinch when New File in ShareFile
Use this flowAdd a Subscription to Pinch when New File in ShareFile
Use this flowFind a Subscription in Pinch when New File in ShareFile
Use this flowCreate Realtime Payment with Pinch Payments when New File in ShareFile
Use this flowFind an Event in Pinch when New File in ShareFile
Use this flowFind Payer in Pinch when New File in ShareFile
Use this flowCreate or Update Scheduled Payment in Pinch Payments when New Client in ShareFile
Use this flowAdd a Source to a Payer in Pinch when New Client in ShareFile
Use this flowSupported Triggers & Actions
Everything you can automate between ShareFile and Pinch Payments.
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 Payer
Triggered when a new payer created in Pinch Payments.
New Subscription
Triggered when a new subscription is created in Pinch Payments.
New Payment
Triggered when a new payment is created in Pinch Payments.
Payer Updated
Triggered when a payer is updated in Pinch Payments.
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 or Update Scheduled Payment
Create or update a scheduled payment for a payer.
Add a Source to a Payer
Add a payment source (e.g., bank account or credit card) to a payer.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ShareFile and Pinch Payments 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.
Yes. viaSocket uses instant triggers where available, so data moves between ShareFile and Pinch Payments as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pinch Payments. No coding required.
Yes. You can set up a workflow where ShareFile triggers actions in Pinch Payments, and a separate workflow where Pinch Payments triggers actions in ShareFile. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between ShareFile and Pinch Payments. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ShareFile and Pinch Payments integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
