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Wise Agent CRM logoWise Agent CRM logo

ShareFile + Wise Agent CRM

ShareFile + Wise Agent CRM

Add new ShareFile clients to Wise Agent CRM as leads

If you are tired of manually creating new leads, this Zapier integration is your answer. Whenever you get a new client in ShareFile, a lead will be created in your Wise Agent CRM account for that client.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new client is created.
    TriggerPolling
  2. automatically do this!
    Add/Update Lead/Contact
    Add/Update Lead/Contact
    Add/Update Lead/ContactAdds or updates a lead.
    ActionWrite
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More things you can do with ShareFile and Wise Agent CRM

Discover other triggers and actions you can use with ShareFile and Wise Agent CRM

  • ShareFile triggers, actions, and search
    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
    • 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
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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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Related categories
Content & Files
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About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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Related categories
CRM (Customer Relationship Management)
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