Integrate Citrix ShareFile with 900+ apps

Create business workflows for Citrix ShareFile without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Citrix ShareFile workflows

[esc]

Create Citrix ShareFile folders from new Wealthbox CRM leads

If you want to collaborate on documents related to specific leads, it might be a good idea to create a folder exclusively for new leads. Use this flow to create a Citrix ShareFile folder every time there’s a new lead in Wealthbox CRM.

How it works
1. A new lead is added to Wealthbox CRM.
2. Zoho Flow automatically creates a folder in Citrix ShareFile for the new lead.
Use this flow
+

Create Citrix ShareFile folders from new Wealthbox CRM leads

Wealthbox CRM + Citrix ShareFile

[esc]

Create Citrix ShareFile folders for new QuickBooks customers

Use this flow to create a separate folder for every new customer, so that your customer-specific documents are well organized and easily retrievable. Every time there’s a new customer in Quickbooks, a new folder is created in Citrix ShareFile.

How it works
1. A new customer is created in QuickBooks.
2. Zoho Flow automatically creates a folder in Citrix ShareFile for the new customer.
Use this flow
+

Create Citrix ShareFile folders for new QuickBooks customers

QuickBooks + Citrix ShareFile

Build your own Citrix ShareFile integrations

Connect Citrix ShareFile with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Citrix ShareFile workflows using the below 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

All Actions - Actions 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

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.

Documents Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY