Cognito Forms + ShareFile

Cognito Forms + ShareFile integrations

Upload new Cognito Forms entries as files in ShareFile

Discover a seamless way to manage file uploads with this user-friendly workflow. Whenever there's a new entry in your Cognito Forms, it leads to a file upload in ShareFile. This integration allows for efficient data management, eliminating manual effort, and helps keep your documents updated in a timely manner.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Upload FileAllows user to upload a file to the selected folder.
ActionWrite

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More things you can do with Cognito Forms and ShareFile

Discover other triggers and actions you can use with Cognito Forms and ShareFile

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
- Folder
  Required
Trigger
Polling
Try It

- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write
- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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About ShareFile

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

HelpHelp

Related categories

Content & Files