Integrate Wealthbox CRM with Citrix ShareFile
Send information between Wealthbox CRM and Citrix ShareFile automatically, without writing any code, using Zoho Flow.
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Create Citrix ShareFile folders from new Wealthbox CRM leads
How it works
Create Citrix ShareFile folders from new Wealthbox CRM leads
Wealthbox CRM + Citrix ShareFile
Build your own integrations between Wealthbox CRM and Citrix ShareFile
Connect Wealthbox CRM and Citrix ShareFile with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Citrix ShareFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
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 project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
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 Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
What is Citrix ShareFile?
Similar apps
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Logic
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Custom functions
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