Integrate Citrix ShareFile with Pipedrive
Send information between Citrix ShareFile and Pipedrive automatically, without writing any code, using Zoho Flow.
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Create a new deal in Pipedrive when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder in Citrix ShareFile
Integrate Citrix ShareFile with Pipedrive using Zoho Flow. Whenever the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder in Citrix ShareFile, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder in Citrix ShareFile.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder in Citrix ShareFile
Citrix ShareFile + Pipedrive
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Supported triggers and actions
Integrate Citrix ShareFile and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
File event
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs
File event in folder
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder
User event
Triggers when the selected user event (created, updated, deleted) occurs
Organization created
Triggers when a new organization is created
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization updated
Triggers when any detail of an existing organization is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create public upload link
Creates a public upload link for a folder
Add client user
Adds a new client user
Create top-level folder
Creates a new top-level folder
Share folder
Shares a folder with the specified user
Create folder
Creates a new folder
Fetch user
Fetches the details of an existing user by email address
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create note
Creates a new note for the selected lead, deal, person, or organization
Create product
Creates a new product
Create organization
Creates a new organization
Create project
Creates a new project
Create activity
Creates a new activity
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
What is Citrix ShareFile?
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What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
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