Connect ShareFile and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of ShareFile and salesoptima
Enable Integrations or automations with these events of ShareFile and salesoptima
Triggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Actions
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.
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Frequently Asked Questions
To start, connect both your ShareFile and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and salesoptima 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 salesoptima. 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.
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About salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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