Integrate Zoho SalesIQ with Citrix ShareFile

Send information between Zoho SalesIQ and Citrix ShareFile automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho SalesIQ and Citrix ShareFile using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Conversation participants deleted

Triggers when a participant is removed from a conversation

Conversation participants added

Triggers when participants are invited to the chat

Conversation transfer rejected

Triggers when a transferred chat is rejected by the operator

Conversation completed

Triggers when a conversation is completed

Operator added

Triggers when a new operator is added

Department created

Triggers when a new department is created to the specified portal

Conversation transfer accepted

Triggers when a transferred chat is accepted by the operator

Conversation attender updated

Triggers when an operator picks up a chat

Conversation missed

Triggers when a conversation is missed

Conversation rated

Triggers when a conversation is rated

Conversation created

Triggers when a new conversation is created

Conversation transfer initiated

Triggers when a conversation transfer is initiated

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

File event

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs

All Actions - Actions are the automated tasks

Associate operators to department

Associates operators to the selected department

Create article

Creates a new article

Send message to latest conversation

Sends a message to the latest conversation

Disable department

Disables the selected department

Enable department

Enables the selected department

Update operator status

Updates the status of an existing operator

Create folder

Creates a new folder

Add client user

Adds a new client user

Create public upload link

Creates a public upload link for a folder

Share folder

Shares a folder with the specified user

Create top-level folder

Creates a new top-level folder

Fetch user

Fetches the details of an existing user by email address

What is Zoho SalesIQ?

Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.

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.

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Logic

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

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Custom functions

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

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