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Formstack + ShareFile

Upload new Formstack submissions as files in ShareFile

Save time and improve efficiency with this workflow that connects Formstack submissions to ShareFile. When a new submission occurs in Formstack, it takes the uploaded file and uploads it to ShareFile. This seamless automation streamlines your file management, ensuring your reports and documents are in the right place without any manual effort.

Save time and improve efficiency with this workflow that connects Formstack submissions to ShareFile. When a new submission occurs in Formstack, it takes the uploaded file and uploads it to ShareFile. This seamless automation streamlines your file management, ensuring your reports and documents are in the right place without any manual effort.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    ShareFileShareFile
    Upload File

    Allows user to upload a file to the selected folder.

    ActionWrite
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Supported triggers and actions

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

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • ShareFile triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It

    • FolderRequired

    • DescriptionRequired

    • Note NameRequired

    Action
    Write

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

    • FolderRequired

    Trigger
    Scheduled
    Try It

    • FolderRequired

    • URL NameRequired

    • UrlRequired

    • Description

    Action
    Write
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

  • Forms & Surveys

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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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