Citrix ShareFile

Citrix ShareFile + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Citrix ShareFile and Redtail CRM, with as many as 16 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Citrix ShareFile + Redtail CRM 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 Activity

Triggers when a new activity is created.

Create Client User

Creates a ShareFile user with the given information.

New Contact

Triggers when a new contact is created.

Upload File

Allows user to upload a file to the selected folder.

New Client

Triggers when a new client is created.

Create New Activity

Creates a new activity.

Create New Contact

Creates a new contact.

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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!

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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