SuiteDash

Project Management

ShareFile

Productivity

Integrations SuiteDash ShareFile

Create integrations between SuiteDash and ShareFile

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Add Note in Sharefile when New Company in Suitedash

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Add URL in Sharefile when New Company in Suitedash

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Create Client User in Sharefile when New Company in Suitedash

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Create Folder in ShareFile when New Company in Suitedash

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Create a Contact in SuiteDash when New File in ShareFile

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Create a Company in SuiteDash when New File in ShareFile

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Find a Company in SuiteDash when New File in ShareFile

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Find a Contact in SuiteDash when New File in ShareFile

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Update a Company in SuiteDash when New File in ShareFile

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Update a Contact in SuiteDash when New File in ShareFile

Actions and Triggers

Triggers

New Company

Triggers when a new company is created.

New File

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

New Client

Triggers when a new client is created.

Actions

Create a Contact

Creates a New Contact.

Create a Company

Creates a New Company.

Find a Company

You can find a company by Name or Id.

Find a Contact

Find an existing Contact only by Email Address.

Update a Company

Updates an Existing Company.

Update a Contact

Updates an existing Contact.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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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 SuiteDash

SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.

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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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