Filestage Integrations

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Filestage

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

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Create Custom Workflow

File is created in Filestage
File is approved in Filestage
Review decision is submitted in Filestage
Project is created in Filestage
Step is created in Filestage

Create project in Filestage
Upload file in Filestage
Create step in Filestage
Add reviewer to step in Filestage
Create comment in Filestage
Archive/Unarchive project in Filestage
Move file to step in Filestage
Create folder in Filestage
Search comment by file in Filestage

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Create Filestage file for new BigMarker recording

Recently, there has been an increase in {{trigger.VideoConferencing}} usage for online meetings and recording. So if you're one of the many people using {{trigger.VideoConferencing}}, you may be wondering how to save your recordings.

This process automation will automatically create a Filestage file in the folder of your choice each time you start a new recording in {{trigger.VideoConferencing}}. This is a great way to keep track of all your recordings and access them easily no matter where you are. Try it today!

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Create Filestage file for new LiveWebinar recording

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Create Filestage file for new Eyeson recording

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When Contact is created in Clio, create Folder in Filestage

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Create OneNote note for new Filestage file

Filestage + OneNote Integration

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Create Filestage Folder from new Zoho Sheet Row

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Create Zoho Notebook text card for new Filestage file

Filestage + Zoho Notebook Integration

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When Record created(Custom Table) in CompanyHub > Create folder in Filestage > Search deal in CompanyHub > Check any condition > (If found) > Update record in CompanyHub > (Else) > in {{action.5.App}}

CompanyHub + Filestage Integration

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When Record is created in Salesforce > Create folder in Filestage > Search opportunity in Salesforce > Check any condition > (If found) > Update record in Salesforce > (Else) > in {{action.5.App}}

Salesforce + Filestage Integration

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When Project is created in Filestage > Create a record (Custom Table) in CompanyHub

Filestage + CompanyHub Integration

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Here are some popular ways to integrate Filestage:

Create new tasks, assign tasks, or update project status based on a specific event or form submissions from other apps.
Integrate Filestage with communication tools to keep your team informed, share files seamlessly, and collaborate in real time.
Track project progress and team performance with automated reports and data visualization tools.