Integrate Citrix ShareFile with Wealthbox CRM
Send information between Citrix ShareFile and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Create Citrix ShareFile folders from new Wealthbox CRM leads
How it works
Create Citrix ShareFile folders from new Wealthbox CRM leads
Wealthbox CRM + Citrix ShareFile
Build your own integrations between Citrix ShareFile and Wealthbox CRM
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Supported triggers and actions
Integrate Citrix ShareFile and Wealthbox CRM 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
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 - 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
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 Citrix ShareFile?
Similar apps
What is 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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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