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ShareFile + Smartsheet

Add new ShareFile attachments to Smartsheet rows instantly when new files are detected

Manage your projects effectively with this seamless workflow between ShareFile and Smartsheet. Whenever a new file is added in ShareFile, the automation instantly attaches it to a specific row in Smartsheet. This integration makes it easy to keep track of important documents and ensures that nothing is overlooked in your project management.

Manage your projects effectively with this seamless workflow between ShareFile and Smartsheet. Whenever a new file is added in ShareFile, the automation instantly attaches it to a specific row in Smartsheet. This integration makes it easy to keep track of important documents and ensures that nothing is overlooked in your project management.

  1. When this happens...
    ShareFileShareFile
    New File

    Triggers when a new file is added to the chosen folder.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Attachment to Row

    Adds a file attachment to a row.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ShareFile triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • DescriptionRequired

    • Note NameRequired

    Action
    Write
    • Parent FolderRequired

    • NameRequired

    • Description

    Action
    Write
    • FolderRequired

    • FileRequired

    Action
    Write
    • FolderRequired

    Trigger
    Scheduled
    Try It
    • FolderRequired

    • URL NameRequired

    • UrlRequired

    • Description

    Action
    Write
    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Company

    • PasswordRequired

    • Can Reset PasswordRequired

    • Can View SettingsRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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About ShareFile

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

Related categories

  • Content & Files
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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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