Integrate ShareFile with Cognito Forms to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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 who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect ShareFile to Cognito Forms with a Zapier template.

Our most popular template

Upload new Cognito Forms entries as files in ShareFile
Details
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Cognito Forms + ShareFile

Upload new Cognito Forms entries as files in ShareFile

Details

Try it

Cognito Forms + ShareFile

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

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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.

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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.

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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.

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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.

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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

Start here

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.

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
- Link Name
  Required
Trigger
Instant
Try It

- Link Name
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write

- Link Name
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Id
  Required
- Template Number
  Required
Action
Search

- 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
- Link Name
  Required
Trigger
Instant
Try It
- Link Name
  Required
Action
Write
- Id
  Required
- Link Name
  Required
Action
Write
- HTTP Method
  Required
- Url
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search

Learn how to automate ShareFile on the Zapier blog

Learn how to automate Cognito Forms on the Zapier blog

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

Help

Related categories

Content & Files

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.