Connect Totango and ShareFile to Build Intelligent Automations

Choose a Trigger

Totango

When this happens...

Choose an Action

ShareFile

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Totango

Do thisActions

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

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

List Activity Types

List Activity Types

Get all the Activity Types form totango.

List Teams

List Teams

Get all the teams form totango.

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Frequently Asked Questions

How do I start an integration between Totango and ShareFile?

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

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

Absolutely. You can customize how Totango 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 Totango and ShareFile?

The data sync between Totango 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 Totango 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 Totango and ShareFile?

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

Totango

About Totango

Totango is a Customer Engagement Management platform.

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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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