Automated ShareFile Client Upload Alerts
Every hour, WebRun opens ShareFile, checks Request Folders for new client uploads, copies each file into a matching Google Drive archive as a backup, and texts the staff member assigned to that client through Twilio.
How do I get notified when a client uploads a file to ShareFile?
WebRun checks ShareFile every hour for new files clients upload to a Request Folder, copies each one into a matching Google Drive archive as a backup, and texts the staff member assigned to that client through Twilio. The client is never contacted. Only the internal owner is notified that a file is ready to review.
- Staff learn about a new client file within the hour
- Every upload gets a backup copy automatically
- Clients are never contacted directly by the automation
Built for Accounting firms · law firms using client portals · bookkeepers collecting client documents
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
sharefile.comin a real browser with your saved login - no setup, no API keys. -
1
Citrix ShareFile - check for new client uploads
sharefile.com
WebRun opens Citrix ShareFile to check for new client uploads. - Open ShareFile and check Request Folders for new client uploads
- Note which client uploaded, what files, and which folder
- Skip files already archived from a previous run
Done when Every new client upload this run is captured with its details.
-
2
Google Drive - archive a backup copy
drive.google.com
WebRun opens Google Drive to archive a backup copy. - Copy each new file into the matching client archive folder
- Name it to match the original so it is easy to find
- Keep ShareFile as the source of record. This is a backup only
Done when Every new upload has a backup copy in Google Drive.
-
3
Twilio - text the assigned staff member
twilio.com
WebRun opens Twilio to text the assigned staff member. - Text the staff member assigned to that client
- Name the client and what was uploaded
- Keep it short: enough to know a file is ready to review
Done when The assigned staff member has been texted about the new upload.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it text the client?
No. The text only goes to the staff member assigned to that client. Clients are never contacted directly by this automation.
Does it remove the file from ShareFile after copying it?
No. ShareFile stays the source of record. Google Drive only gets a backup copy alongside it.
What if the same file gets uploaded twice?
It skips anything already archived from a previous run, so a re-upload will not create duplicate copies or duplicate texts.
Related templates
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