Create integrations between ShareFile and Salesmate
Add Note in Salesmate when New File in ShareFile
Create Activity in Salesmate when New File in ShareFile
Create Company in Salesmate when New File in ShareFile
Search User in Salesmate when New File in ShareFile
Create Contact in Salesmate when New File in ShareFile
Create Deal in Salesmate when New File in ShareFile
Update Activity in Salesmate when New File in ShareFile
Update Company in Salesmate when New File in ShareFile
Update Contact in Salesmate when New File in ShareFile
Update Deal in Salesmate when New File in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
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.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Frequently Asked Questions
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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More
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