Connect ShareFile and seven to Build Intelligent Automations

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ShareFile

When this happens...

Choose an Action

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New File

New File

Triggers when a new file is uploaded to a specified folder.

New Client

New Client

Triggers when a new client is created.

Incoming SMS

Incoming SMS

Triggers when a new inbound sms has been received

Incoming call

Incoming call

Request a new Trigger for ShareFile

Do thisActions

Action is the task that follows automatically within your ShareFile integrations.

Add Note

Add Note

Adds a note in the chosen folder.

Add URL

Add URL

Adds a URL in the chosen folder.

Create Client User

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Create Folder

Creates a folder in the chosen folder.

Lookup CNAM

Lookup CNAM

You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.

Lookup HLR

Lookup HLR

looks up information regarding home location register for a given number

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Frequently Asked Questions

How do I start an integration between ShareFile and seven?

To start, connect both your ShareFile and seven accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in seven (or vice versa).

Can we customize how data from ShareFile is recorded in seven?

Absolutely. You can customize how ShareFile data is recorded in seven. This includes choosing which data fields go into which fields of seven, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ShareFile and seven?

The data sync between ShareFile and seven typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ShareFile to seven?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ShareFile and seven?

Yes, you can set conditional logic to control the flow of data between ShareFile and seven. 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.

ShareFile

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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seven

About seven

Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.

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