Connect ShareFile and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use ShareFile and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your ShareFile integrations.
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 Contact
Create a new contact
Create a Lead
Add lead and set follow-up
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Frequently Asked Questions
To start, connect both your ShareFile and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Sanchay Crm 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 Sanchay Crm. 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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