Citrix ShareFile

Use Zoho Flow to integrate Citrix ShareFile with 800+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Citrix ShareFile with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Citrix ShareFile integration flows to get started

Create Citrix ShareFile folders for new QuickBooks customers

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Create Citrix ShareFile folders from new Wealthbox CRM leads

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Popular integrations

  • QuickBooks

    QuickBooks

    Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Proposals & Invoices, Popular, Accounting, Inventory Management
  • Wealthbox CRM

    Wealthbox CRM

    Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events. Category : CRM

Citrix ShareFile supports following triggers and actions

All Triggers - A trigger kickstarts the flow

File event in folder

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder

File event

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs

User event

Triggers when the selected user event (created, updated, deleted) occurs

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All Actions - Action are the automated tasks

Create folder

Creates a new folder

Share folder

Shares a folder with the specified user

Create top-level folder

Creates a new top-level folder

Add client user

Adds a new client user

Create public upload link

Creates a public upload link for a folder

Fetch user

Fetches the details of an existing user by email address

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    What is Citrix ShareFile?

    Citrix ShareFile is a file sharing and transfer tool. You can sync files, encrypt email messages, and collaborate with your team on documents.

    Categories : Documents, Files

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

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    “Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

    Watch Zoho Flow in action

    Advanced tools to help you build complex workflows in minutes

    Webhooks

    Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

    Schedules

    Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

    Decisions

    Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

    Delays

    Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

    Custom functions

    Write simple scripting functions to format data, call web APIs, send emails, and more.