Connect ShareFile and Survser to Build Intelligent Automations

Choose a Trigger

ShareFile

When this happens...

Choose an Action

Survser

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Ready to use ShareFile and Survser automations

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.

New Survey Created

New Survey Created

Triggers when a new survey is created and activated in the project.

New Survey Response Arrives

New Survey Response Arrives

Triggers when a new completed response is submitted for a selected survey.

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 All Surveys

List All Surveys

List all active surveys in the project along with their questions and answer options.

List Survey Responses

List Survey Responses

Retrieve all completed responses for a selected survey including answers, respondent info, and submission details.

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Frequently Asked Questions

How do I start an integration between ShareFile and Survser?

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

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

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

How often does the data sync between ShareFile and Survser?

The data sync between ShareFile and Survser 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 Survser?

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 Survser?

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

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

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