Pipefile + ShareFile

Create new ShareFile folders from newly uploaded Pipefile files

When a new file is uploaded in Pipefile, create a corresponding folder automatically in ShareFile. This workflow ensures that your file storage system stays organized and up-to-date. Save time and avoid the hassle of manual data entry by letting this process handle your file management.

When a new file is uploaded in Pipefile, create a corresponding folder automatically in ShareFile. This workflow ensures that your file storage system stays organized and up-to-date. Save time and avoid the hassle of manual data entry by letting this process handle your file management.

  1. When this happens...
    PipefilePipefile
    File Request - File Uploaded

    Triggers when a client uploads a file to a request.

    TriggerInstant
  2. automatically do this!
    ShareFileShareFile
    Create Folder

    Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

    ActionWrite
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Supported triggers and actions

  • Pipefile triggers, actions, and search

    File Request Created

    Triggers when a file request is created.

    Trigger
    Instant
    Try It
  • Pipefile triggers, actions, and search

    File Request Exported

    Triggers when a file request is exported.

    Trigger
    Instant
    Try It
  • Pipefile triggers, actions, and search

    File Request Opened

    Triggers when a file request link has been opened by one of the recipients

    Trigger
    Instant
    Try It
  • Pipefile triggers, actions, and search

    File Request Responded

    Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.

    Trigger
    Instant
    Try It
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About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

Related categories

  • Content & Files
sharefile logo
sharefile logo

About ShareFile

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

Related categories

  • Content & Files