Redtail CRM

Redtail CRM + Citrix ShareFile Integrations

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

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Connect Redtail CRM + Citrix ShareFile in Minutes

It's easy to connect Redtail CRM + Citrix ShareFile and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

New Client

Triggers when a new client is created.

Add Note

Adds a note in the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

Upload File

Allows user to upload a file to the selected folder.

InstantNew Contact

Triggers when a new contact is created.

New File

Triggers when a new file is added to the chosen folder.

Add URL

Adds a URL in the chosen folder.

Create Client User

Creates a ShareFile user with the given information.

Create New Activity

Creates a new activity.

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