Document management

Sharefile + StackGo

Sharefile at the intake and monitor step of a compliance workflow.

Sharefile publishes 9 trigger events and 16 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Document management Tool in workflow Not connected yet
What Sharefile is

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

Description supplied by Sharefile.

Where it sits

Sharefile at the intake and monitor step

A check can start from
  • New Client
What StackGo can write into Sharefile

Named fields, not a link to a portal. These are the fields StackGo writes on the systems it connects to today; a Sharefile connector would offer the same.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Sharefile
  • Create Client User
  • Add Note
  • Create Note Copy

Sharefile's own write operations. The result goes onto the record you already work in.

Everything else Sharefile publishes

Sharefile’s public integration surface

The rest of what Sharefile exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

8 more events
  • Folder for Item
  • Home Folder ID
  • New File
  • New Share (Return Item Id)
  • New Share to Multiple Download Link
  • Test
  • New Share to to Download Link
  • Zones
13 more actions
  • Add Link
  • Add URL
  • Copy Item
  • Create Folder
  • Create Link
  • Create Link 1
  • Create Note
  • Move Item
  • Upload File
  • Custom Actions (Beta)
  • API Request (Beta)
  • List Folders
  • List Item

Names are Sharefile’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Sharefile

How to integrate ShareFile with Outlook?

There is no StackGo connector for Sharefile yet. Sharefile publishes 9 trigger events and 16 actions through Zapier, including “New Client”, so building one is realistic. Requests decide the build order.

What is ShareFile used for?

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

What is the difference between ShareFile and OneDrive?

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

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Want Sharefile connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.