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ShareFile

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Sangam CRM

Integrations ShareFileSangam CRM

Create integrations between ShareFile and Sangam CRM

whenNew File
Create a lead

Create a lead in Sangam-crm when New File in ShareFile

whenNew File
Create an opportunity

Create an opportunity in Sangam-crm when New File in ShareFile

whenNew File
Fetch all available fields in a specific module

Fetch all available fields in a specific module in Sangam-crm when New File in ShareFile

whenNew File
Create a Contact

Create a Contact in Sangam-crm when New File in ShareFile

whenNew File
Create a Ticket

Create a Ticket in Sangam-crm when New File in ShareFile

whenNew File
Create a Company

Create a Company in Sangam-crm when New File in ShareFile

whenNew File
Create a Campaign

Create a Campaign in Sangam-crm when New File in ShareFile

whenNew File
Update a lead

Update a lead in Sangam-crm when New File in ShareFile

whenNew File
Insert or Update Data With Linking Module

Insert or Update Data With Linking Module in Sangam-crm when New File in ShareFile

whenNew File
List all enabled module

List all enabled module in Sangam CRM 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 Lead

Trigger when new lead is created

ShareFile

New Contact

Trigger when new contact is created

ShareFile

New Opportunity

Triggerv when new opportunity is created

ShareFile

New Ticket

Trigger when new tickey=t is created

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

Create a lead

Creates a new lead in Sangam CRM.

ShareFile

Create an opportunity

Adds a new opportunity Sangam CRM.

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
Slack

About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

CRMSales
Learn More
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