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Podio + ShareFile

Create tasks in Podio for every new file in ShareFile

When a new file is added in ShareFile, this workflow instantly creates a corresponding task in Podio. This enables seamless file management across both platforms, saving you time and ensuring that all your important documents are tracked and acted upon in a timely manner. Perfect for those seeking a simple tool to enhance their productivity and document organization.

When a new file is added in ShareFile, this workflow instantly creates a corresponding task in Podio. This enables seamless file management across both platforms, saving you time and ensuring that all your important documents are tracked and acted upon in a timely manner. Perfect for those seeking a simple tool to enhance their productivity and document organization.

  1. When this happens...
    ShareFileShareFile
    New File

    Triggers when a new file is added to the chosen folder.

    TriggerScheduled
  2. automatically do this!
    PodioPodio
    Create Task

    Triggers when you add a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ShareFile triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • DescriptionRequired

    • Note NameRequired

    Action
    Write
    • Parent FolderRequired

    • NameRequired

    • Description

    Action
    Write
    • FolderRequired

    • FileRequired

    Action
    Write
    • FolderRequired

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • URL NameRequired

    • UrlRequired

    • Description

    Action
    Write
    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Company

    • PasswordRequired

    • Can Reset PasswordRequired

    • Can View SettingsRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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  • Project Management

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sharefile logo

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

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