Connect ShareFile and WhatsApp Business Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Client
Choose an Action
Automatically do this!
List Templates
Send Text Message
Send Template Message
WhatsApp
Ready to use ShareFile and WhatsApp Business Cloud automations
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.
Message Notification
Triggers when a new message is received.
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.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
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Frequently Asked Questions
To start, connect both your ShareFile and WhatsApp Business Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in ShareFile triggers actions in WhatsApp Business Cloud (or vice versa).
Absolutely. You can customize how ShareFile data is recorded in WhatsApp Business Cloud. This includes choosing which data fields go into which fields of WhatsApp Business Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between ShareFile and WhatsApp Business Cloud 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 WhatsApp Business Cloud. 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 WhatsApp Business Cloud
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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