IntegrationsShareFilesnapADDY
ShareFile + snapADDY

Connect ShareFile and snapADDY to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

snapADDY

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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.

Fetch New Contacts

Fetch New Contacts

Retrieve contact items added to a specified contact list since the last check, returning the newest entries first.

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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.

Create Contact Item

Create Contact Item

Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.

Update Contact Item

Update Contact Item

Update fields of an existing contact in a specified SnapADDY contact list.

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Frequently Asked Questions

How do I start an integration between ShareFile and snapADDY?

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).

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

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.

How often does the data sync between ShareFile and snapADDY?

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.

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

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 snapADDY?

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

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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snapADDY

About snapADDY

snapADDY 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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