Cloud Storage

ShareFile
API integration

Ship Cloud Storage features without building the integration. Full ShareFile API access via Proxy — extend models and mappings to fit your product.

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Use Cases

Why integrate with ShareFile

Common scenarios for SaaS companies building ShareFile integrations for their customers.

01

Automate client folder provisioning from your SaaS app

Practice management and CRM platforms can automatically create structured ShareFile folder hierarchies when new clients are onboarded, eliminating manual setup and ensuring every client gets a consistent, compliant document workspace.

02

Trigger secure document requests from workflow events

SaaS applications managing tax prep, legal intake, or financial advisory workflows can programmatically generate ShareFile 'Request File' links when a workflow stage changes, so end users collect sensitive documents from their clients without leaving your product.

03

Sync client document status into your platform

By reading file and folder metadata from ShareFile, your SaaS can detect when clients upload documents or when e-signatures are completed, automatically advancing internal workflow states and reducing manual status checks.

04

Deliver compliant reports directly to client portals

Financial services, accounting, and legal SaaS products can bulk-upload generated reports into each client's ShareFile portal, meeting FINRA, HIPAA, or SEC requirements without relying on non-compliant email attachments.

05

Embed secure data room management inside your product

M&A, real estate, or legal platforms can let users create and manage ShareFile data rooms with granular permissions directly from your interface, keeping deal workflows centralized while leveraging ShareFile's security and compliance infrastructure.

What You Can Build

Ship these features with Truto + ShareFile

Concrete product features your team can ship faster by leveraging Truto’s ShareFile integration instead of building from scratch.

01

Automated client workspace creation

Provision ShareFile client users and apply folder templates to create standardized document structures the moment a client record is created in your app.

02

In-app secure document request links

Generate and send ShareFile Request Share links from within your SaaS workflow so end users can collect W-2s, legal IDs, or signed agreements without switching tools.

03

E-signature workflow orchestration

Push documents from your app into ShareFile's RightSignature flow and track signing status to gate downstream processes like engagement letter completion or contract execution.

04

Embedded client document viewer

Surface a client's ShareFile folder contents inside your SaaS dashboard so advisors, CPAs, or attorneys can review uploaded deliverables without app-switching.

05

Bulk compliant report distribution

Upload hundreds of generated PDF reports to the correct client ShareFile folders in a single batch using chunked upload workflows, with optional e-signature acknowledgment triggers.

06

Bidirectional user and permission sync

Keep your app's client directory in sync with ShareFile's user model, differentiating between internal employees and external client users to enforce accurate access control.

How It Works

From zero to integrated

Go live with ShareFile in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s ShareFile account

Use Truto’s frontend SDK to connect your customer’s ShareFile account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call ShareFile

Truto’s Proxy API is a 1-to-1 mapping of the ShareFile API. You call us, we call ShareFile, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate ShareFile’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about ShareFile on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What authentication method does ShareFile use?

ShareFile supports OAuth 2.0 for API access. Truto handles the full OAuth flow — token acquisition, refresh, and secure storage — so your end users can connect their ShareFile accounts without you managing credentials.

Is there a Truto Unified API available for ShareFile?

ShareFile does not have pre-built Unified API mappings or tools on Truto yet. Integrations are built on request — Truto will work with you to map ShareFile's OData v3 REST API to the specific data models and operations your product needs.

How does ShareFile handle large file uploads via API?

ShareFile uses an UploadSpecification workflow with Prepare, Chunk, and Finish URIs to support resumable, multi-threaded uploads. This is essential for the large, sensitive files common in regulated industries. Truto can abstract this complexity behind a simpler interface.

What are the key data models available in the ShareFile API?

The most important entities are Items (files and folders), Shares (send/request links), Users (employees vs. clients), ESignatureDocuments, and UploadSpecifications. These cover document management, secure exchange, user provisioning, and e-signature tracking.

Does ShareFile support webhooks for real-time updates?

ShareFile's API has limited native webhook support. Truto can implement polling-based sync strategies to detect new uploads, status changes, or e-signature completions and surface them to your application in near real-time.

What compliance standards does ShareFile meet?

ShareFile is compliant with HIPAA, FINRA, SEC, and SOC 2 standards. Data exchanged through the API inherits these protections, making it suitable for integrations in accounting, legal, financial services, and healthcare SaaS products.

ShareFileAPI integration