Connect GoodDay.work and ShareFile

Both apps 33GoodDay.work 14ShareFile 19

• Trigger
  New CRM Contact

  Triggers when a new CRM contact is added.

• Trigger
  New Project

  Triggers when a new project or folder is created.

• Trigger
  New Task in Project

  Triggers when a new task is created in the chosen project.

• Action
  Create CRM Contact

  Creates a CRM contact.

• Action
  Create Folder

  Creates a folder, optionally inside another project or folder.

• Action
  Create Project

  Creates a project from one of the organization's project templates.

• Action
  Create Task

  Creates a task in a project, optionally assigned to a user, with dates, priority and estimate.

• Action
  Get CRM Contact

  Returns one CRM contact and the tasks linked to it.

• Action
  Get Project

  Returns one project's details.

• Action
  Get Task

  Returns one task by its ID, with its status, type, assignee, dates and custom field values.

• Action
  Get User

  Returns one organization user.

• Action
  List Projects

  Returns the organization's projects and folders.

• Action
  List Task Statuses

  Returns all task statuses in the organization.

• Action
  List Users

  Returns the organization's users.

• Trigger
  New Client

  Triggers when a new client user is added to the ShareFile account.

• Action
  Add group

  Creates a new distribution group in ShareFile, optionally shared and with initial member contacts.

• Action
  Add Note

  Creates a note inside a ShareFile folder with a title and optional text.

• Action
  Add share

  Creates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.

• Action
  Add URL

  Adds a web link (URL) item to a ShareFile folder.

• Action
  Add user

  Creates a new employee user in your ShareFile account and returns the new user.

• Action
  Copy item

  Copies a file or folder into another ShareFile folder.

• Action
  Create Client User

  Creates a new client user in your ShareFile account.

• Action
  Create Folder

  Creates a new folder inside a ShareFile parent folder and returns the new folder.

• Action
  Delete item

  Deletes a file or folder from ShareFile.

• Action
  Find items by name

  Searches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.

• Action
  Get file download link

  Returns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents.

• Action
  Get item

  Returns a single ShareFile item (file, folder, note or link) by its id.

• Action
  Get user

  Returns a ShareFile user by ID or email address, or the connected user when neither is given.

• Action
  List folder children

  Returns the files, folders, notes and links directly inside a ShareFile folder.

• Action
  List groups

  Returns the distribution groups you have permission to view in your ShareFile account.

• Action
  List shares

  Returns the outstanding Send and Request shares created by the connected ShareFile user.

• Action
  List users

  Returns the employee users in your ShareFile account.

• Action
  Update item

  Updates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.