Connect ShareFile and Qminder to Build Intelligent Automations

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ShareFile

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Qminder

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New File

New File

Triggers when a new file is uploaded to a specified folder.

New Client

New Client

Triggers when a new client is created.

Add visitor to queue

Add visitor to queue

Triggers when a new visitor is added.

visitor checks in

visitor checks in

runs when visitor checks in

Mark visitor as served

Mark visitor as served

Set a visitor's status to 'served' in Qminder to update the queue and record service completion.

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Do thisActions

Action is the task that follows automatically within your ShareFile integrations.

Add Note

Add Note

Adds a note in the chosen folder.

Add URL

Add URL

Adds a URL in the chosen folder.

Create Client User

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Create Folder

Creates a folder in the chosen folder.

Add visitor to line

Add visitor to line

Add a visitor to the selected line so they join the location's queue.

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Frequently Asked Questions

How do I start an integration between ShareFile and Qminder?

To start, connect both your ShareFile and Qminder accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Qminder (or vice versa).

Can we customize how data from ShareFile is recorded in Qminder?

Absolutely. You can customize how ShareFile data is recorded in Qminder. This includes choosing which data fields go into which fields of Qminder, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ShareFile and Qminder?

The data sync between ShareFile and Qminder typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ShareFile to Qminder?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ShareFile and Qminder?

Yes, you can set conditional logic to control the flow of data between ShareFile and Qminder. 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.

ShareFile

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.

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Qminder

About Qminder

Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.

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