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Customize your Citrix Sharefile and Freshsales 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

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

Freshsales
  • Custom action
    Custom action in Freshsales (Custom)
  • Add contacts to marketing list
    Add contacts to marketing list in Freshsales
  • Create record
    Create record in Freshsales
  • Delete record
    Delete record in Freshsales
  • Get record details by ID
    Get details of specific record in Freshsales
  • Retrieve scheduled report
    Retrieve for scheduled report in Freshsales
  • List records
    List records in Freshsales
  • Lookup search
    Lookup search in Freshsales
  • Move contacts to marketing list
    Move contacts to marketing list in Freshsales
  • Remove contacts to marketing list
    Remove contacts to marketing list in Freshsales
  • Search records
    Search for records in Freshsales
  • Search records by query
    Search for records by query in Freshsales
  • Update record
    Update record in Freshsales
  • Upsert record
    Upsert record in Freshsales
  • Any other action you can think up

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