Connect ShareFile to Agendor

Both apps 37ShareFile 19Agendor 18

• 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.

• Action
  Add organization

  Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.

• Action
  Add product

  Creates a new product in your Agendor product catalog.

• Action
  Create or Update Organization

  Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.

• Action
  Create or Update Person

  Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.

• Action
  Delete deal

  Deletes a deal from Agendor by its ID and returns the deleted deal.

• Action
  Delete organization

  Deletes an organization from Agendor.

• Action
  Delete person

  Deletes a person from Agendor by ID.

• Action
  Find Deal

  Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.

• Action
  Find Person

  Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.

• Action
  Get organization

  Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.

• Action
  Get person

  Returns a person from Agendor by ID, including their contact details, organization and custom fields.

• Action
  List products

  Returns all products in your Agendor account, including their custom fields.

• Action
  List tasks

  Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.

• Action
  List users

  Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.

• Action
  Update Deal Basic Data

  Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.

• Action
  Update Deal Stage

  Moves a deal to a different stage of its sales funnel, or into another funnel.

• Action
  Update Organization

  Updates an existing organization in Agendor, changing only the details you fill in.

• Action
  Update Person

  Updates an existing person in Agendor. Only the fields you fill in are changed.

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