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?

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

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

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 Client

Triggers when a new client is created.

Create Client User

Creates a ShareFile user with the given information.

Upload File

Allows user to upload a file to the selected folder.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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!

See Citrix ShareFile Integrations