
When this happens...
New File
New Client
Automatically do this!
Show documentation branches
Create documentation category
Update category
Create custom page
Upload image
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Retrieve branches updated in the last N minutes.
Action is the task that follows automatically within your ShareFile integrations.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a ShareFile user with the given information.
Creates a folder in the chosen folder.
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create a new documentation category in the selected branch and section.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ShareFile and ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in ReadMe (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and ReadMe 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 ReadMe. 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 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 MoreReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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