Connect ShareFile and Quo to Build Intelligent Automations
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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.
Incoming/Outgoing Call Completed
Triggers when an incoming/outgoing call is completed.
Call Recording Completed
Triggers when a call recording has finished.
Call Summary Completed
Triggered when a call summary is completed for the selected phone number(s).
Call Transcript Completed
Triggered when a call transcript is finished and available for the selected phone number(s).
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.
Get Call Recordings
Retrieve audio recordings for a specific call using its Call ID.
Get Call Details
Fetches detailed information for a specific call using its Call ID.
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Frequently Asked Questions
To start, connect both your ShareFile and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Quo (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Quo 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 Quo. 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 Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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