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Customize your Citrix Sharefile and eTapestry integration with the following
triggers and actions.
Triggers
When this happens…
Citrix Sharefile
- New event Real-timeNew event in Citrix ShareFile
- New itemNew Item in Citrix ShareFile
Any other trigger you can think up
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
Any other trigger you can think up
Actions
Do this…
Citrix Sharefile
- Create recordCreate record in Citrix ShareFile
- Custom actionCustom action in Citrix ShareFile
- Delete recordDelete record in Citrix ShareFile
- Download item contentDownload item content in Citrix ShareFile
- Download multiple itemsDownload multiple items in Citrix ShareFile
- Get record details by IDGet record in Citrix ShareFile
- Run reportRun Report in Citrix ShareFile
- Search recordsSearch records in Citrix ShareFile
- Update recordUpdate record in Citrix ShareFile
- Upload itemUpload item in Citrix ShareFile
Any other action you can think up
eTapestry
- Add accountAdd new account in eTapestry
- Add contactAdd new contact in eTapestry
- Add giftAdd new gift in eTapestry
- Search accounts BatchSearch accounts in eTapestry
- Update accountUpdate account in eTapestry
Any other action you can think up
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