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ShareFile Zapier Integration
ShareFile’s integration with Zapier allows you to connect your ShareFile data with over 600 apps like Office 365, Quickbooks, Google Sheets and Drive, Clio, Basecamp, Salesforce, and more.
What is Zapier?
Zapier is a flexible automation tool that handles all your time-consuming tasks for you. Zapier lives between ShareFile and your favorite aps, connecting your files, clients, notes, and users across them all.
Automations called Zaps can be set up in minutes without any coding experience: pick a Trigger app and event (like adding a new file on ShareFile), and then specify the Actions you want Zapier to automatically take in response (like adding a file to Google Drive.) From then on, Zapier will do the work for you, so you never have to copy-paste or import/export again.
You can set up your own custom Zaps from scratch or explore pre-made ShareFile integrations on Zapier, or get started immediately with these popular examples.
Office 365 and OneDrive + ShareFile Integration
QuickBooks + ShareFile Integration
ShareFile + Salesforce Integration
Google Apps + ShareFile Integration
Clio + ShareFile Integration
Basecamp + ShareFile Integration
Dropbox + ShareFile Integration
Automate More, Work Less
Zapier does more than just copy your files and information between apps:
- Follow up your Trigger with as many Actions as you want using Multi-Step Zaps to create powerful automated workflows: Copy files into ShareFile from other apps while adding notes and tasks to review them, or send ShareFile content to multiple apps at once.
- Get precise control over your workflows with Filters, only letting Zaps run when your conditions are met, like when key words or specific values are found.
- Search Actions are your personal, automated detectives. Check your CRM for entries to match new file names on ShareFile and add the additional information as a note for complete context, or make sure to update contacts across your system when you add them on ShareFile.
- Schedule file and note creation, use Delays to trigger workflows over time, insert custom Code steps to run JS or Python at any point, and more!
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