Connect ShareFile and Plunk to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Contact
Create Campaign
Track Event
Send Campaign
Update Contact
Ready to use ShareFile and Plunk 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 Contact Is Added
Runs when a new contact is added in Plunk.
Contact Is Updated
Runs when a contact is updated in Plunk.
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 Contact
Adds a new contact to Plunk or updates an existing contact.
Create Campaign
Creates a new campaign in Plunk to start outreach and track results.
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Frequently Asked Questions
To start, connect both your ShareFile and Plunk accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Plunk (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Plunk. This includes choosing which data fields go into which fields of Plunk, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Plunk 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 Plunk. 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 Plunk
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
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