Connect ShareFile and Skyvern to Build Intelligent Automations

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ShareFile

When this happens...

Choose an Action

Skyvern

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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.

New or Updated Skyvern Workflow

New or Updated Skyvern Workflow

Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.

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.

Run a Workflow

Run a Workflow

Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.

Create and Run Task

Create and Run Task

Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.

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Frequently Asked Questions

How do I start an integration between ShareFile and Skyvern?

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

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

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

How often does the data sync between ShareFile and Skyvern?

The data sync between ShareFile and Skyvern 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 Skyvern?

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 Skyvern?

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

About Skyvern

Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.

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