Salesforce + ShareFile
Create Salesforce contacts for new ShareFile clients
Stay organized with your client data using this intuitive workflow. When a new client is added in ShareFile, their information is instantly transferred to Salesforce, creating a new contact. This seamless connection ensures your Salesforce contacts are always up-to-date, saving you the time and effort of manual entries. Improve your productivity by streamlined management of client information.
Stay organized with your client data using this intuitive workflow. When a new client is added in ShareFile, their information is instantly transferred to Salesforce, creating a new contact. This seamless connection ensures your Salesforce contacts are always up-to-date, saving you the time and effort of manual entries. Improve your productivity by streamlined management of client information.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client is created.
Try ItFolderRequired
DescriptionRequired
Note NameRequired
Parent FolderRequired
NameRequired
Description
FolderRequired
FileRequired
FolderRequired
Try ItFolderRequired
URL NameRequired
UrlRequired
Description
EmailRequired
First NameRequired
Last NameRequired
Company
PasswordRequired
Can Reset PasswordRequired
Can View SettingsRequired
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
