Use Zoho Flow to integrate Citrix ShareFile with Wealthbox CRM, in atleast 75 different ways, without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt integration flows to get started
Create Citrix ShareFile folders from new Wealthbox CRM leads
Use this flowDidn't find the integration you are looking for? Create one yourself.
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
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
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
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
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.
Start your 15 day free trial
Testimonial
“In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore.” Know more
Watch Zoho Flow in action
