Connect ShareFile and Process Street to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Ready to use ShareFile and Process Street 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 Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
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 Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
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Frequently Asked Questions
To start, connect both your ShareFile and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Process Street (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Process Street 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 Process Street. 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 Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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