ShareFile

Why Use Calendar Links in ShareFile

Boost attendance and ensure timely follow-ups by integrating Add-to-Calendar links directly in your secure file-sharing workflows.

• Universal Add-to-Calendar link compatibility with Google, Outlook, Apple, and more
• Smart reminders to reduce no-shows and enhance client interactions
• Brandable invite pages for a cohesive corporate image
• Comprehensive click and attendance analytics

How ShareFile Works with CalendarLink

Turn ShareFile File Sharing into Calendar Events

1. Set Up Triggers for New or Updated Contacts

Automate workflows by setting triggers such as New or Updated Contact in ShareFile to initiate calendar events.

2. Send Details to CalendarLink

Map client names, dates, and optional RSVP details to seamlessly create calendar invites.

3. Publish Your Customized Invite

Generate and distribute the Add-to-Calendar link, making it easy for recipients to confirm their attendance.

Fire ShareFile Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or RSVP to stay updated on client engagement.

2. Map Add-to-Calendar Data

Ensure smooth data flow by syncing titles, dates, times, and attendees with your events.

3. Add Note to Client Records

Automatically update the ShareFile client records with attendance information and follow-up actions.

Optimising Calendar Links in ShareFile

• Utilize click analytics to understand client engagement patterns
• Leverage brandable invite pages for impactful communication
• Employ smart reminders to ensure maximum event attendance
• Use no-code setup to empower your team without IT involvement