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Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Triggers when a envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
Triggers when an envelope is open.
Adds a note in the chosen folder.
Adds a URL in the chosen folder.
Creates a ShareFile user with the given information.
Creates a folder in the chosen folder.
Send an Envelope using a Template.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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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