Connect ShareFile and SolarMarket

Both apps 36ShareFile 19SolarMarket 17

• 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.

• Trigger
  New Client

  Triggers when a new client is created in SolarMarket.

• Trigger
  New Project

  Triggers when a new project is created in SolarMarket.

• Action
  Create Client

  Creates a client.

• Action
  Create Project

  Creates a project in SolarMarket, linked to an existing client or a new client created at the same time.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Project

  Deletes a project.

• Action
  Find Active Proposal

  Returns the active proposal of a project, including its pricing table and variables.

• Action
  Find Custom Account Fields

  Finds the account's custom field definitions by ID or key.

• Action
  Find Customer

  Finds clients by ID, email, CNPJ/CPF, name, phone or creation date.

• Action
  Find Custom Fields Associated With a Project

  Returns the custom field values set on a project.

• Action
  Find Funnels

  Finds sales funnels and their stages by ID or name.

• Action
  Find Funnels Associated With a Project

  Returns the funnels a project is in and its current stage in each.

• Action
  Find Project

  Finds projects by ID, name, client or creation date.

• Action
  Find User

  Finds users of your SolarMarket account by ID, name or email.

• Action
  Update Client

  Updates a client; only the fields you fill are changed.

• Action
  Update Custom Field Associated With a Project

  Sets the value of a custom field on a project.

• Action
  Update Project

  Updates a project; only the fields you fill are changed.

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