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...
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.
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Add Note
Adds a note in the chosen folder.
Envelope Sent or CompletedTriggers 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.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
New ClientTriggers when a new client is created.Trigger- New FileTriggers when a new file is added to the chosen folder.Trigger
- Add NoteAdds a note in the chosen folder.Action
- Add URLAdds a URL in the chosen folder.Action
- Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.Action
- Citrix ShareFile
Creates a ShareFile user with the given information.
Scheduled
Action
- Citrix ShareFile
Allows user to upload a file to the selected folder.
Scheduled
Action
How DocuSign + Citrix ShareFile Integrations Work
- Step 1: Authenticate DocuSign + Citrix ShareFile.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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