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Customize your Citrix Sharefile and Namely integration with the following triggers and actions.

Triggers

When this happens…

Citrix Sharefile
  • New event Real-time
    New event in Citrix ShareFile
  • New item
    New Item in Citrix ShareFile
  • Any other trigger you can think up

Namely
  • New event
    New event in Namely
  • New employee profile
    New employee profile in Namely
  • New/updated employee profile
    New or updated employee profile in Namely
  • Any other trigger you can think up

Actions

Do this…

Citrix Sharefile
  • Create record
    Create record in Citrix ShareFile
  • Custom action
    Custom action in Citrix ShareFile
  • Delete record
    Delete record in Citrix ShareFile
  • Download item content
    Download item content in Citrix ShareFile
  • Download multiple items
    Download multiple items in Citrix ShareFile
  • Get record details by ID
    Get record in Citrix ShareFile
  • Run report
    Run Report in Citrix ShareFile
  • Search records
    Search records in Citrix ShareFile
  • Update record
    Update record in Citrix ShareFile
  • Upload item
    Upload item in Citrix ShareFile
  • Any other action you can think up

Namely
  • Custom action
    Custom action in Namely (Custom)
  • Create status post
    Post new status on Namely
  • Get employee profile details by ID
    Get employee profile details in Namely
  • Post comment
    Post comment in Namely
  • Search people profiles Batch
    Search people profiles in Namely
  • Update people profile
    Update people profile in Namely
  • Any other action you can think up

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