Connect ShareFile and procrew schedule to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Crew
Create Picklist
Create Schedule
Create Task
Create Time Tracker
Create Time Off
Create Employee
Update Crew
Update Picklist
Update Schedule
Update Task
Update Employee
Ready to use ShareFile and procrew schedule 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 Task Created
Runs when a new task is created in Pro Crew Schedule.
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 Crew
Create a new crew in ProCrew Schedule.
Create Picklist
Create a new picklist in Pro Crew Schedule.
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Frequently Asked Questions
To start, connect both your ShareFile and procrew schedule accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in procrew schedule (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in procrew schedule. This includes choosing which data fields go into which fields of procrew schedule, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and procrew schedule 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 procrew schedule. 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 procrew schedule
Pro Crew Schedule is an all-in-one construction scheduling software.
Learn More
