
When this happens...
New File
New Client

Automatically do this!
Create Objective
Update Objective
Get All Items
Create New Item
List Objectives
Update Item
List Report
List Teams
List Users
List Types
List Tags
List Company
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.
Triggers when a new objective is created in Weekdone.
Trigger when new item 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 new objective in Weekdone.
Updates an existing objective in Weekdone.

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To start, connect both your ShareFile and Weekdone accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in Weekdone (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in Weekdone. This includes choosing which data fields go into which fields of Weekdone, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and Weekdone 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 Weekdone. 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 MoreWeekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
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