Connect ShareFile and Valuecase

Both apps 36ShareFile 19Valuecase 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 Form Completed

  Triggers when a form in a Space is completed.

• Trigger
  New Space Created

  Triggers when a new Space is created.

• Action
  Add External ID to Space

  Links a Space to a record in another system by attaching an external ID.

• Action
  Archive Space

  Archives a Space, or restores an archived Space to active.

• Action
  Create or Update Form Submission

  Answers a question on a form, saving it as a draft or completing the submission.

• Action
  Create Space

  Creates a new Space from a template, personalized for a customer company and contact.

• Action
  Delete Space

  Deletes a Space.

• Action
  Get Space by Slug

  Finds a Space by its URL slug.

• Action
  List Form Submissions

  Returns the submissions of a form.

• Action
  List Spaces

  Returns Spaces, optionally filtered by company/Space name and active or archived state.

• Action
  Remove External ID from Space

  Removes an external record ID link from a Space.

• Action
  Return All Custom Properties of Space

  Returns all custom properties set on a Space.

• Action
  Return All Forms for Space

  Returns all forms in a Space, completed or not.

• Action
  Return External IDs by Space ID

  Returns the external record IDs linked to a Space.

• Action
  Return Spaces by External ID

  Returns Spaces linked to a record in another system by its external ID.

• Action
  Update Space

  Changes a Space's owner and whether participants may share it or download files.

• Action
  Update Space Custom Property

  Sets the value of a custom property on a Space.

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