Connect SmartRoutes and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use SmartRoutes and ShareFile automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when a new order is created.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Action is the task that follows automatically within your SmartRoutes integrations.
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
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Frequently Asked Questions
To start, connect both your SmartRoutes and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how SmartRoutes data is recorded in ShareFile. This includes choosing which data fields go into which fields of ShareFile, setting up custom formats, and filtering out unwanted information.
The data sync between SmartRoutes and ShareFile 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 SmartRoutes and ShareFile. 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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn MoreAbout 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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