Check a specific folder for new files. Keep clicking to go inside nested folders and use Return to Top to start over at the top level.

**Note:** new files added to folders inside the folder you choose here will NOT trigger this Zap.

Select a type if you would like to download all items in a folder of a selected type.

Enter text. Will sort files in folder to only return items containing the entered string in their name.

Choose the folder you would like to create a link in. Notice links can not be created in the Top folder.

Please enter the desired name of your link or insert a variable from the trigger app.

Please select the desired URL field from your Trigger fields.

Please enter a description for the created link.

Choose the folder you would like to create a note in.

Please enter a description for the created note.

Please enter the desired name of your note or insert a variable from the trigger app.

Choose the folder you would like to create a URL in. <strong>Note:</strong> URLs can not be created in the Top folder.

Please enter the desired name of your URL or insert a variable from the trigger app.

Please enter a description for the created URL.

Folder you would like the item copied to.

Insert the ID field from the New File trigger.

Select a folder from the provided drop down for this folder to be created in. Keep clicking to go inside nested folders. Once in a nested folder choose top to return to the top folder and start the process again.

Choose the folder you would like to create a link in.

Please select a link field from the insert dropdown.

Desired password for client. must contain at least 8 characters, containing at least 1 number, 1 upper case letter, and 1 lowercase letter.

Choose true to allow created user to reset their password choose false to require them to keep assigned password.

Choose true to allow created user to view account settings, choose false to prevent this.

Choose the item you would like to move. Insert the ID field from the New File trigger.

Folder you would like the item moved to. Keep clicking to go inside nested folders. Once in a nested folder choose top to return to the top folder and start the process again.

Please choose the folder to upload file to. Keep clicking to go inside nested folders. Once in a nested folder, you can "Return to [Parent Folder]" to jump back up a level.

<strong>Important</strong>: Files cannot be uploaded to the "Top" folder.

Please select a file object from the available Trigger fields.

To learn more, read the [ShareFile API Documentation](https://api.sharefile.com/rest/)

Select “Yes” to [stop this Zap step](https://help.zapier.com/hc/en-us/articles/20505304170637-Review-Zap-run-statuses#h_01HD20969HPZ01ENM30NQR79X5) if the app returns an error and enable automatic authentication refresh. Select “No” to run the Zap step regardless of errors. Learn more about [API Request action error handling](https://help.zapier.com/hc/en-us/articles/12899473501453#h_01JKRBY68EDXBB1V817DSTRZ0N).

Requests can only be made to domains associated by this application. Read more about [API Request Setup](https://help.zapier.com/hc/en-us/articles/12899607716493).

Any parameters added to a URL will be URL-encoded and appended to the request URL to pass additional data to the API request.

These headers and values will be applied to the request in addition to any headers created as part of authentication. Authentication headers are added automatically.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

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

ShareFile

Will attempt to call from this number, falling back to a random number if no longer available or unspecified.

Numbers from T-Mobile are [not supported.](https://help.zapier.com/hc/en-us/articles/24178576809613/)

Will attempt to send from this number, falling back to a random number if no longer available or unspecified.

Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with [Twilio's Messaging Policy](https://www.twilio.com/legal/messaging-policy). Messages exceeding 153 characters will truncate. SMS by Zapier uses a content filter to ensure it meets Carrier guidelines. If your message fails to send, please try rewriting it.

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

SMS by Zapier

On the road and want to know the moment a new file is available in ShareFile? Set up this SMS alert automation. From then on, Zapier will watch for new ShareFile files and will send an SMS when they are added. You won't miss another one again!

How This ShareFile- SMS Integration Works

Zapier sends an SMS to a designated phone number

ShareFile + SMS by Zapier

Send SMS Messages for new ShareFile files

Supported triggers and actions

New Client

Add Note

Create Folder

Upload File

Send SMS

New File

Add URL

Create Client User

API Request (Beta)

About ShareFile

Related categories

About SMS by Zapier

Related categories