Citrix ShareFile

Citrix ShareFile + PandaDoc Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Citrix ShareFile and PandaDoc, with as many as 24 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Citrix ShareFile + PandaDoc 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.

Document Sent

Triggers when a document is sent.

Create Client User

Creates a ShareFile user with the given information.

Document Completed

Triggers when a document is completed.

Upload File

Allows user to upload a file to the selected folder.

Document Paid

Triggers when a document is paid.

Create Document

Creates a document from a template.

New Client

Triggers when a new client is created.

Create Contact

Create a new contact in PandaDoc

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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!

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

See PandaDoc Integrations