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Integrate ShareFile with Cognito Forms to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ShareFile with Cognito Forms - no code necessary. See how you can get setup in minutes.

Select a trigger from ShareFile

A trigger is an event that starts your Zap and runs the workflow. For example, with ShareFile, a trigger could be "New Client."
A trigger is the event that kicks off your automated workflow.

Setup an action from Cognito Forms

An action is what takes place after the automation is triggered. For example, with Cognito Forms, the action could be "Create Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ShareFile to Cognito Forms

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ShareFile to Cognito Forms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect ShareFile and Cognito Forms to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ShareFile and Cognito Forms to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • ShareFile triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Folder
      Required
    • Description
      Required
    • Note Name
      Required
    Action
    Write
    • Folder
      Required
    • Note Name
      Required
    • Description
      Required
    Action
    Write
    • Folder
      Required
    • File
      Required
    Action
    Write
    • Folder
      Required
    Trigger
    Scheduled
    Try It
    • Folder
      Required
    • Link Name
      Required
    • Url
      Required
    • Description
    Action
    Write
    • Email
      Required
    • First Name
      Required
    • Last Name
      Required
    • Company
    • Password
      Required
    • Can Reset Password
      Required
    • Can View Settings
      Required
    Action
    Write
    • Api_docs_info
    • HTTP Method
      Required
    • Url
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write

Learn how to automate ShareFile on the Zapier blog

Learn how to automate Cognito Forms on the Zapier blog

sharefile logo
sharefile logo
About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
Help
Related categories
  • Content & Files
cognito-forms logo
cognito-forms logo
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreHelp
Related categories
  • Forms & Surveys
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