
When this happens...
New File
New Client

Automatically do this!
Create Contact Item
Update Contact Item
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Retrieve contact items added to a specified contact list since the last check, returning the newest entries first.
Action is the task that follows automatically within your ShareFile integrations.
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.
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update fields of an existing contact in a specified SnapADDY contact list.

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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.
To start, connect both your ShareFile and snapADDY accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in snapADDY (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in snapADDY. This includes choosing which data fields go into which fields of snapADDY, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and snapADDY typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ShareFile and snapADDY. 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 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 MoresnapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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