Citrix Sharefile and DocuSign integrations and automations

Do everything in one place

Customize your Citrix Sharefile and DocuSign 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

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • 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

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • Send document using a template
    Send document using a template in DocuSign

    • Any other action you can think up

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