
When this happens...
New File
New Client

Automatically do this!
Create SMS Action
Create Transfer Call Action
Create Information Extractor Yes No Action
Create Information Extractor Open Question Action
Create Call
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new file is uploaded to a specified folder.
Triggers when a new client is created.
Action is the task that follows automatically within your ShareFile integrations.
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.
Creates a SMS action
Creates a transfer call action

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To start, connect both your ShareFile and Synthflow AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Synthflow AI (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Synthflow AI. This includes choosing which data fields go into which fields of Synthflow AI, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Synthflow AI 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 Synthflow AI. 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 MoreSynthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
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