Create integrations between ShareFile and Solve CRM
Add Note in Sharefile when New Company in Solve-crm
Add URL in Sharefile when New Company in Solve-crm
Create Client User in Sharefile when New Company in Solve-crm
Create Folder in ShareFile when New Company in Solve-crm
Add Note in Sharefile when New Contacts in Solve-crm
Add URL in Sharefile when New Contacts in Solve-crm
Create Client User in Sharefile when New Contacts in Solve-crm
Create Folder in ShareFile when New Contacts in Solve-crm
Create a Company in Solve360 when New File in ShareFile
Create a Company in Solve360 when New Client in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Here you will get recent contacts
Do thisActions
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
Frequently Asked Questions
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.
Learn MoreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn More
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