Integrate OnePageCRM with Citrix ShareFile
Send information between OnePageCRM and Citrix ShareFile automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate OnePageCRM and Citrix ShareFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
User event
Triggers when the selected user event (created, updated, deleted) occurs
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
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Citrix ShareFile?
Similar apps
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
