Citrix ShareFile

Citrix ShareFile + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Citrix ShareFile and Insightly, with as many as 53 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Citrix ShareFile + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Task

A new task was created in your Insightly account.

Create Client User

Creates a ShareFile user with the given information.

New Contact

A new contact was created in your Insightly account.

Upload File

Allows user to upload a file to the selected folder.

New Client

Triggers when a new client is created.

Create Contact

Create a new contact in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

Create Task

Create a new task in your Insightly account.

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Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations

Connect Citrix ShareFile + Insightly

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