Sharefile + StackGo
Sharefile at the intake and monitor step of a compliance workflow.
Sharefile publishes 2 trigger events and 6 actions on its public Zapier listing. That is what a StackGo connector would be built on.
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
Description supplied by Sharefile.
By default, the outcome, the status and a link to the result. These are the fields StackGo can write 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)
Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.
- Create Client User
- Add Note
Sharefile's own write operations. The result goes onto the record you already work in.
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.
- New File
- Add URL
- Create Folder
- Upload File
- API Request (Beta)
Names are Sharefile’s own, read from its public Zapier listing on 23 October 2026.
Common questions about Sharefile
How to integrate ShareFile with Outlook?
There is no StackGo connector for Sharefile yet. Sharefile publishes 2 trigger events and 6 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.
Sharefile is made by www.sharefile.com. We are not affiliated with them.
Want Sharefile connected?
Requests decide the build order. Tell us and we will tell you where it sits.
Request this integrationReady 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.