Connect ShareFile and SurveySparrow to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact by Email
Search Contact
Create User
Update User
Search User
Delete User
Create Contact List
Update Contact List
Search Contact List
Delete Contact List
Create Contact Property
Update Contact Property
Delete Contact Property
Create a Team
Create Survey
Create Survey Folder
Update Survey
Search Contact Property
Update Survey Folder
Delete Survey folder
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user is created.
New Contact List
Triggers when a new contact list is created.
New Contact Property
Triggers when a new contact property is created.
Do thisActions
Action is the task that follows automatically within your ShareFile integrations.
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 Contact
Creates a new contact.
Update Contact
Update an existing contact by its email.
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Frequently Asked Questions
To start, connect both your ShareFile and SurveySparrow accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in SurveySparrow (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in SurveySparrow. This includes choosing which data fields go into which fields of SurveySparrow, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and SurveySparrow 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 SurveySparrow. 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.
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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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