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DocuSign + Citrix ShareFile Integrations

How to connect DocuSign + Citrix ShareFile

Zapier lets you send info between DocuSign and Citrix ShareFile automatically—no code required.

When this happens...
DocuSignDocuSign
Envelope Sent or Completed

Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

automatically do this!
Citrix ShareFileCitrix ShareFile
Add Note

Adds a note in the chosen folder.

Supported triggers and actions

What does this mean?

How DocuSign + Citrix ShareFile Integrations Work

  1. Step 1: Authenticate DocuSign + Citrix ShareFile.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn More

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  • Signatures

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About Citrix ShareFile

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!

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