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Set up your first integration
Quickly connect Salesforce to ShareFile with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with ShareFile - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Note" in ShareFile.
You’re connected!
Zapier seamlessly connects Salesforce and ShareFile, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Connect Salesforce and ShareFile to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about Salesforce + ShareFile integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and ShareFile
How do I start the integration between Salesforce and ShareFile?
To begin the integration between Salesforce and ShareFile, you will need to connect both accounts through our platform. Once connected, you can set up specific triggers from Salesforce, such as 'New Record' or 'Updated Field,' to initiate actions in ShareFile like 'Upload File' or 'Create Folder.'
What are the common triggers available for Salesforce in this integration?
Common triggers from Salesforce in this integration include when a new record is created, an existing record is updated, or a specific object field changes. These triggers can then prompt actions in ShareFile such as creating a folder or sharing files.
Can I automate file uploads to ShareFile based on updates in Salesforce?
Yes, you can automate file uploads to ShareFile by setting an update on a Salesforce record as a trigger. For instance, whenever there’s an update on a particular field within an account or contact, our service can automatically upload specified files to ShareFile.
What actions can be performed in ShareFile through this integration?
Through this integration, actions that can be performed in ShareFile include uploading files, creating folders, sharing items with others, and moving documents. These actions are usually initiated by predefined triggers set up within your Salesforce environment.
Is it possible to create structured folders in ShareFile when new opportunities arrive in Salesforce?
Definitely! You can configure the trigger for 'New Opportunity' arrival in Salesforce to create structured folders automatically within your designated directories in ShareFile.
How secure is the data transfer between Salesforce and ShareFile?
Data transferred between Salesforce and ShareFile through our platform adheres to encryption standards ensuring it's secure during transit. We also comply with industry regulations which monitor data protection practices constantly.
Do I need any coding skills to set up the integration between these two applications?
No coding skills are required! Our intuitive interface allows you to select triggers and specify actions using simple dropdown menus and step-by-step guidance without the need for programming knowledge.
