

Integrate Wealthbox CRM with Citrix ShareFile
Send information between Wealthbox CRM and Citrix ShareFile 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 Wealthbox CRM and Citrix ShareFile
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Supported triggers and actions
Integrate Wealthbox CRM and Citrix ShareFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

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 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

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?
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