Signwell

Documents, Email

ShareFile

Productivity, Business Intelligence

Integrations Signwell ShareFile

Create integrations between Signwell and ShareFile

Add Note in Sharefile when Document Completed in Signwell

Add URL in Sharefile when Document Completed in Signwell

Create Client User in Sharefile when Document Completed in Signwell

Create Folder in ShareFile when Document Completed in Signwell

Add Note in Sharefile when Document Sent in Signwell

Add URL in Sharefile when Document Sent in Signwell

Create Client User in Sharefile when Document Sent in Signwell

Create Folder in ShareFile when Document Sent in Signwell

Add Note in Sharefile when Document Viewed in Signwell

Add URL in Sharefile when Document Viewed in Signwell

Actions and Triggers

Triggers

Document Completed

Triggers when a document has been completed.

Document Sent

Triggers when a document is sent.

Document Viewed

Triggers when a signer view a document for the first time.

New File

Triggers when a new file is uploaded to a specified folder.

New Client

Triggers when a new client is created.

Actions

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

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.

Know More About
Viasocket Integrations

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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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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