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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-timeNew event in Citrix ShareFile
- New itemNew Item in Citrix ShareFile
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
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
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