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ShareFile

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Salesforce

Integrations ShareFileSalesforce

Create integrations between ShareFile and Salesforce

whenNew File
Add Contact to Campaign

Add Contact to Campaign in Salesforce when New File in ShareFile

whenNew File
Add File to Record

Add File to Record in Salesforce when New File in ShareFile

whenNew File
Add Lead to Campaign

Add Lead to Campaign in Salesforce when New File in ShareFile

whenNew File
Create Contact

Create Contact in Salesforce when New File in ShareFile

whenNew File
Create Note

Create Note in Salesforce when New File in ShareFile

whenNew File
Update Contact

Update Contact in Salesforce when New File in ShareFile

whenNew File
Create Lead

Create Lead in Salesforce when New File in ShareFile

whenNew File
Update Lead

Update Lead in Salesforce when New File in ShareFile

whenNew File
Create Record

Create Record in Salesforce when New File in ShareFile

whenNew File
Update Record

Update Record in Salesforce when New File in ShareFile

Actions and Triggers

When this happensTriggers

ShareFile

New File

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

ShareFile

New Client

Triggers when a new client is created.

ShareFile

New Contact

Triggers when a new Contact is created.

ShareFile

New Lead

Triggers when a new Lead is created.

ShareFile

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

ShareFile

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Do thisActions

ShareFile

Add Note

Adds a note in the chosen folder.

ShareFile

Add URL

Adds a URL in the chosen folder.

ShareFile

Create Client User

Creates a ShareFile user with the given information.

ShareFile

Create Folder

Creates a folder in the chosen folder.

ShareFile

Add Contact to Campaign

Adds an existing contact to an existing campaign.

ShareFile

Add File to Record

Adds an existing file to an existing Record.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

ProductivityBusiness Intelligence
Learn More
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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRMSales and CRM
Learn More
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