Integrations ShareFile SOS Inventory
ShareFile + SOS Inventory

Connect ShareFile and SOS Inventory to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

SOS Inventory

Automatically do this!

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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.

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.

List Items

List Items

Get all existing items.

Create Customer

Create Customer

Creates a new customer.

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Frequently Asked Questions

How do I start an integration between ShareFile and SOS Inventory?

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

Can we customize how data from ShareFile is recorded in SOS Inventory?

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

How often does the data sync between ShareFile and SOS Inventory?

The data sync between ShareFile and SOS Inventory 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 SOS Inventory?

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 SOS Inventory?

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

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

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