Enable Integrations or automations with these events of ShareFile and Surf for Brands
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
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.
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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 Surf for Brands accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Surf for Brands (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Surf for Brands. This includes choosing which data fields go into which fields of Surf for Brands, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Surf for Brands 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 Surf for Brands. 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 MoreSurf for Brands provides the ability to collect, segment, and activate your first-party audience data
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