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ClickUp + ShareFile

Create tasks in ClickUp for new files in ShareFile

Easily stay on top of new files added to your ShareFile with this efficient workflow. Whenever a new file is added in ShareFile, this automation will create a task in ClickUp. This saves you the trouble of manual tracking and lets you focus more on pressing tasks. Organize your workload and streamline your document management process with seamless connectivity between ShareFile and ClickUp.

Easily stay on top of new files added to your ShareFile with this efficient workflow. Whenever a new file is added in ShareFile, this automation will create a task in ClickUp. This saves you the trouble of manual tracking and lets you focus more on pressing tasks. Organize your workload and streamline your document management process with seamless connectivity between ShareFile and ClickUp.

  1. When this happens...
    ShareFileShareFile
    New File

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

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates 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 ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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About ShareFile

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

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