
When this happens...
New File
New Client

Automatically do this!
List Feedback
List Projects
Create a Feedback
List Comments
List Members
List SessionRecordings
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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.
Triggered when a new feedback is submitted in Userback.
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.
List of feedback
List Available Projects

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To start, connect both your ShareFile and Userback accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Userback (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Userback. This includes choosing which data fields go into which fields of Userback, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Userback 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 Userback. 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 MoreUserback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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