Podio + ShareFile

Podio + ShareFile integrations

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 this happens...
New FileTriggers when a new file is added to the chosen folder.
TriggerPolling
automatically do this!
Create TaskTriggers when you add a new task.
ActionWrite

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More things you can do with ShareFile and Podio

Discover other triggers and actions you can use with ShareFile and Podio

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
- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It

- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It

- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
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
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

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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About ShareFile

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

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Content & Files