Create integrations between ShareFile and Sellsy
Create Contact in Sellsy when New File in ShareFile
Create Task in Sellsy when New File in ShareFile
Create an opportunity in Sellsy when New File in ShareFile
Find Contact in Sellsy when New File in ShareFile
Create or Update Contact in Sellsy when New File in ShareFile
Find Company in Sellsy when New File in ShareFile
Create Contact in Sellsy when New Client in ShareFile
Create Task in Sellsy when New Client in ShareFile
Create an opportunity in Sellsy when New Client in ShareFile
Find Contact in Sellsy when New Client 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.
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
Learn More
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