Citrix ShareFile
When this happens...
Citrix ShareFileNew Client
Then do this...
RightSignatureSend Template

Need to have new clients sign an NDA or other documents before accessing information? Send a RightSignature template for signature when you add a new Citrix ShareFile client using Zapier’s integration with RightSignature and ShareFile. Save time as Zapier watches for new ShareFile clients and automatically sends them a RightSignature template for signature.

How this Citrix Sharefile-RightSignature integration works

  1. Add a new client to ShareFile
  2. Zapier automatically sends the client a RightSignature template to sign

Apps involved

  • ShareFile
  • RightSignature

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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 Document Sent

Triggers when a document is sent.

Create Client User

Creates a ShareFile user with the given information.

New Document Expired

Triggers when a document is not signed in the allowed time and expires.

Upload File

Allows user to upload a file to the selected folder.

New Document Completed

Triggers when a document is completed, typically when all parties have signed.

Send Template

Sends a template from your account.

NOTE: The document sender email and name default to the email and name of the authenticated user.

New Client

Triggers when a new client is created.

Add Note

Adds a note in the chosen folder.

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Become a Zapier Integration Partner

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!

RightSignature provides a service for easy online document signing.

See RightSignature Integrations