Connect ShareFile to SignRequest

Both apps 31ShareFile 19SignRequest 12

• 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 document

  Creates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.

• Action
  Add document attachment

  Attaches a file to an existing SignRequest document, from a public link or from the file's contents.

• Action
  Cancel SignRequest

  Cancels a SignRequest that is still pending, so its signers can no longer sign the document.

• Action
  Delete document

  Deletes a document from your SignRequest team.

• Action
  Get document

  Returns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.

• Action
  Get SignRequest

  Returns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.

• Action
  List documents

  Returns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.

• Action
  List SignRequests

  Returns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.

• Action
  List templates

  Returns the templates available to your SignRequest team, with each template's name, ID and signer setup.

• Action
  Resend SignRequest

  Resends the signature request email to the signers of an existing SignRequest who have not yet signed.

• Action
  Send SignRequest

  Sends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.

• Action
  Send SignRequest From Template

  Creates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document.

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