Citrix Sharefile and Workflow Max integrations and automations

Do everything in one place

Customize your Citrix Sharefile and Workflow Max 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

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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