ShareFile
Create folders in ShareFile for new clients with this workflow
Streamline your onboarding process with this workflow. As soon as a new client joins you on ShareFile, a dedicated folder is instantly created for them. This keeps all client-related documents in one place, enhancing organization and accessibility. Let this simple yet effective workflow turn chaos into order in your client management.
Streamline your onboarding process with this workflow. As soon as a new client joins you on ShareFile, a dedicated folder is instantly created for them. This keeps all client-related documents in one place, enhancing organization and accessibility. Let this simple yet effective workflow turn chaos into order in your client management.
- When this happens...
New ClientTriggers when a new client is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
ActionWriteCreate a new record or update an existing record in your app.
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New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFolderRequired
DescriptionRequired
Note NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent FolderRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
FolderRequired
URL NameRequired
UrlRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First NameRequired
Last NameRequired
Company
PasswordRequired
Can Reset PasswordRequired
Can View SettingsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
Related categories
Related Zap Templates
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- Upload new Jotform submissions as files to ShareFile
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- Upload your signed eSignatures.io documents to ShareFile
- Upload new files from ShareFile to Hyperproof labels
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- Print new ShareFiles with ezeep Blue
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- Upload new labeled PHOTO iD photos to ShareFile
- Create PHOTO iD PDF reports as new files in ShareFile
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- Upload new Qualtrics survey responses as files in ShareFile
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Related Zap Templates
- Upload new Dropbox files to ShareFile
- Create folders in ShareFile for new Jotform submissions
- Create folders in ShareFile for new Redtail CRM contacts
- Add new rows in Glide when new files appear in ShareFile
- Copy new files in ShareFile to Google Drive
- Create ShareFile folders from new Salesforce leads
- Create ShareFile folders from Clio matters
- Create ShareFile folders from new Clio matters
- Send new ShareFile clients RightSignature templates for signatures
- Create Asana tasks from new files in ShareFile
- Add new ShareFile uploads to a folder in Image Relay
- Add files to a ShareFile folder and have them transcribed by Sonix
- Upload new files from ShareFile to Hyperproof controls
- Upload new PHOTO iD photos to ShareFile
- Upload new zip files in PHOTO iD to ShareFile
- Add new ShareFile clients to Google Sheets as rows
- Create folders in ShareFile for new Wave customers
- Create ShareFile client users when new Amazon Alexa trigger phrases are spoken
- Create draft emails in Microsoft Outlook for new files in ShareFile
- Create ShareFile folders for new HubSpot companies
- Send private Slack messages for new ShareFile clients
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- Create ShareFile folders from new Instapage form submissions
- Upload new Qualtrics survey responses as files in ShareFile
- Create ShareFile client users for new Pipedrive leads
- Create folders in ShareFile for new Zoho CRM contacts
- Create client users in ShareFile from new Gravity Forms submissions
- Create ShareFile client users for new Close contacts
- Create folders in ShareFile for updated persons in Copper
- Create folders in ShareFile for new contacts in Microsoft Dynamics 365 CRM
- Create ShareFile client users from new Microsoft Dynamics 365 CRM contacts
- Create folders in ShareFile for new leads in Kommo
- Create ShareFile client users for new Kommo contacts
- Create ShareFile client users from new Redtail CRM activities
- Upload new Jotform submissions as files to ShareFile
- Upload new ShareFile files to OneDrive
- Add new files on ShareFile to Dropbox
- Get notified in Slack when a file is added to a ShareFile folder
- Create ShareFile client users from QuickBooks customers
- Upload new Office 365 emails to ShareFile
- Create ShareFile files from Google Drive
- Create new Clio tasks from new ShareFile files
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- Create items in monday.com for new files in ShareFile
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- Create folders in ShareFile for new ThriveCart product purchases
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- Organize new Qualtrics survey responses by creating folders in ShareFile
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- Create folders in ShareFile for new or updated contacts in Zoho CRM
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- Create folders in ShareFile for new Microsoft Dynamics 365 CRM leads
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- Create client users in ShareFile for new contacts in Wealthbox CRM
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- Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]
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- Add new ShareFile attachments to Smartsheet rows instantly when new files are detected
- Upload new OneDrive files to ShareFile
- Copy ShareFile files to Basecamp 2
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- Receive an email from Gmail when new files are added to ShareFile
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- Upload new files from ShareFile to Hyperproof labels
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- Create PHOTO iD PDF reports as new files in ShareFile
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- Create folders in ShareFile for new Klaviyo events
- Create ShareFile client users for new Close leads
- Create folders in ShareFile for updated companies in Copper
- Create ShareFile client users for new Clio activities
- Update contacts in Microsoft Dynamics 365 CRM and create folders in ShareFile
- Create new ShareFile folders for new Wealthbox CRM contacts
- Update ShareFile folders when companies are updated in Kommo
- Create folders in ShareFile for new activities in Redtail CRM