Citrix ShareFile

Citrix ShareFile + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Citrix ShareFile and Wealthbox CRM, with as many as 66 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Citrix ShareFile + Wealthbox 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 Task

Triggers when a new task is created.

Create Client User

Creates a ShareFile user with the given information.

New Event

Triggers when a new event is created.

Upload File

Allows user to upload a file to the selected folder.

New Contact

Triggers when a new contact is created.

Create Contact

Creates a new contact.

New Client

Triggers when a new client is created.

Create Event

Creates a new event.

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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!

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

See Wealthbox CRM Integrations