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EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Related software from other brands at Zoho Corporation

 
Vani

A visual collaboration platform for teams.

Vani

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Related software from other brands at Zoho Corporation

 
TrainerCentral

Create engaging online training programs to upskill your workforce.

TrainerCentral

Legal

 
Contracts

Comprehensive contract lifecycle management software.

Contracts
 
Sign

Digital signature app for businesses.

Sign
 
NEW
Start

Business formation service to launch and grow your businesses.

Start

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

Enterprise-grade solutions for IT and security operations from ManageEngine

 
Identity360

Cloud-native identity platform redefining workforce IAM.

Identity360
 
ServiceDesk Plus

Cloud-based IT ticketing system to resolve issues faster.

ServiceDesk Plus
 
Endpoint Central

A 360-degree UEM solution for endpoint management and security.

Endpoint Central
 
Mobile Device Manager Plus

Set up and secure your enterprise mobile devices and apps.

Mobile Device Manager Plus
 
Remote Access Plus

Secure and comprehensive unattended access at the click of your mouse.

Remote Access Plus
 
Patch Manager Plus

Automated multi-OS patch management.

Patch Manager Plus
 
Site24x7

All-in-one monitoring solution for DevOps and IT Operations.

Site24x7
 
StatusIQ

Status page for real-time status and incident communication.

StatusIQ
 
Digital Risk Analyzer

All-in-one digital risk assessment tool to ensure domain security.

Digital Risk Analyzer
 
CloudSpend

Cloud cost management for modern software teams.

CloudSpend
 
Saas Manager Plus

SaaS management platform to maximize ROI.

Saas Manager Plus
 
AlarmsOne

Centralized IT alert management.

AlarmsOne
 
Log360 Cloud

Detect, investigate, and neutralize security threats with a cloud SIEM solution.

Log360 Cloud
 
Analytics Plus

AI-powered unified analytics platform to correlate all IT data.

Analytics Plus
 
CloudDNS

Optimize your domains for speed, security, and controlled name resolution.

CloudDNS

ManageEngine is a division of Zoho Corporation.

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

Related software from other brands at Zoho Corporation

 
Qntrl

Maximize process efficiency with advanced workflow automation.

Qntrl

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
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With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Zoho flow
Home App Gallery Citrix ShareFile
   
 
Click to choose app

Integrate Citrix ShareFile with 1000+ apps

Create business workflows for Citrix ShareFile without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Citrix ShareFile workflows

+

Create Citrix ShareFile folders from new Wealthbox CRM leads

Wealthbox CRM + Citrix ShareFile

If you want to collaborate on documents related to specific leads, it might be a good idea to create a folder exclusively for new leads. Use this flow to create a Citrix ShareFile folder every time there’s a new lead in Wealthbox CRM.

How it works
1. A new lead is added to Wealthbox CRM.
2. Zoho Flow automatically creates a folder in Citrix ShareFile for the new lead.
View flow detail
+

Create Citrix ShareFile folders for new QuickBooks customers

QuickBooks + Citrix ShareFile

Use this flow to create a separate folder for every new customer, so that your customer-specific documents are well organized and easily retrievable. Every time there’s a new customer in Quickbooks, a new folder is created in Citrix ShareFile.

How it works
1. A new customer is created in QuickBooks.
2. Zoho Flow automatically creates a folder in Citrix ShareFile for the new customer.
View flow detail

Build your own Citrix ShareFile integrations

Connect Citrix ShareFile with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Citrix ShareFile workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

File event in folder

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder

File event

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs

User event

Triggers when the selected user event (created, updated, deleted) occurs

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Share folder

Shares a folder with the specified user

Create top-level folder

Creates a new top-level folder

Add client user

Adds a new client user

Create public upload link

Creates a public upload link for a folder

Fetch user

Fetches the details of an existing user by email address

What is Citrix ShareFile?

Citrix ShareFile is a file sharing and transfer tool. You can sync files, encrypt email messages, and collaborate with your team on documents.

Documents Files

Similar apps

Ziflow

Zoho WorkDrive

GatherContent

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >
Network with us  

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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