Connect Outplay and ShareFile

Both apps 35Outplay 16ShareFile 19

• Trigger
  New Account

  Triggers when a new account (company) is created in Outplay.

• Trigger
  New Prospect

  Triggers when a new prospect is created in Outplay.

• Trigger
  Prospect Note Added

  Triggers when a new note is added to a given Outplay prospect.

• Trigger
  Updated Prospect

  Triggers when a prospect is created or its details change in Outplay.

• Action
  Add Account

  Creates an account (company) in Outplay.

• Action
  Add Prospects to Sequence

  Adds a prospect to an Outplay sequence on behalf of a user.

• Action
  Create Note

  Adds a note to an Outplay prospect.

• Action
  Create Task

  Creates a pending task for an Outplay prospect, assigned to a user.

• Action
  Delete Account

  Deletes an Outplay account (company).

• Action
  Delete Prospect

  Deletes an Outplay prospect.

• Action
  Find Prospects

  Finds Outplay prospects whose email contains the text you give.

• Action
  Get Account

  Returns one Outplay account (company) by its ID.

• Action
  Log Call

  Logs a phone call against an Outplay prospect.

• Action
  Opt Out Prospect

  Marks an Outplay prospect as opted out so they receive no further sequence emails.

• Action
  Save Prospect

  Creates a prospect in Outplay, or updates the existing prospect with the same email.

• Action
  Update Prospect

  Updates an existing Outplay prospect; only the fields you supply are changed.

• 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.