Connect ShareFile and Recurly to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

Recurly

Automatically do this!

Ready to use ShareFile and Recurly automations

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.

New Account

New Account

Triggered when you add a new account.

Request a new Trigger for ShareFile

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.

Create Account

Create Account

Create a new account

Update an Account

Update an Account

Update an existiing account by account code.

Request a new Action for ShareFile

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Frequently Asked Questions

How do I start an integration between ShareFile and Recurly?

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

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

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

How often does the data sync between ShareFile and Recurly?

The data sync between ShareFile and Recurly 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 Recurly?

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 Recurly?

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

About Recurly

Recurly provides a flexible and scalable subscription platform to manage the entire subscription lifecycle, including recurring billing, invoicing, and payment processing.

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