Connect SmartSurvey and ShareFile to Build Intelligent Automations

Choose a Trigger

SmartSurvey

When this happens...

Choose an Action

ShareFile

Automatically do this!

Ready to use SmartSurvey and ShareFile automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Response

New Response

Triggers when a survey has a new response.

New File

New File

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

New Client

New Client

Triggers when a new client is created.

Request a new Trigger for SmartSurvey

Do thisActions

Action is the task that follows automatically within your SmartSurvey integrations.

Create Contact

Create Contact

Creates a contact within a contact list.

Add Note

Add Note

Adds a note in the chosen folder.

Add URL

Add URL

Adds a URL in the chosen folder.

Create Client User

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Create Folder

Creates a folder in the chosen folder.

Request a new Action for SmartSurvey

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Frequently Asked Questions

How do I start an integration between SmartSurvey and ShareFile?

To start, connect both your SmartSurvey and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in ShareFile (or vice versa).

Can we customize how data from SmartSurvey is recorded in ShareFile?

Absolutely. You can customize how SmartSurvey 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.

How often does the data sync between SmartSurvey and ShareFile?

The data sync between SmartSurvey and ShareFile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SmartSurvey to ShareFile?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SmartSurvey and ShareFile?

Yes, you can set conditional logic to control the flow of data between SmartSurvey 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.

SmartSurvey

About SmartSurvey

SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.

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ShareFile

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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