Connect Teambook and ShareFile to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New User
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 Teambook integrations.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
List Task
List all task
List Team
List all team.
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Frequently Asked Questions
To start, connect both your Teambook and ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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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