Integrate Cin7 Core Inventory with Citrix ShareFile

Send information between Cin7 Core Inventory and Citrix ShareFile automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Cin7 Core Inventory and Citrix ShareFile using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Purchase order authorised

Triggers when a purchase order is authorised

Sale quote authorised

Triggers when a quote for a sale is authorised

Customer created or updated

Triggers when a customer is created or updated

Sales invoice authorised

Triggers when a sales invoice is authorised

Sales order authorised

Triggers when a sales order is authorised

Sale undone

Triggers when a sale is undone

Sale back ordered

Triggers when a sale is back ordered

Sale payment received

Triggers when the full payment for a sale is received

Purchase invoice authorised

Triggers when a purchase invoice is authorised

Supplier updated

Triggers when any detail of a supplier is updated

Sale shipment tracking number updated

Triggers when the shipment tracking number of a sale is updated

Sale pick authorised

Triggers when picking of a sale is authorized

Sale shipment authorised

Triggers when shipment of a sale is authorised

Purchase credit note authorised

Triggers when credit note for a purchase is authorised

Sale voided

Triggers when a sale is voided

Partial sale payment received

Triggers when partial payment for a sale is received

Received purchase stock authorised

Triggers when a purchase stock received is authorised

Stock level updated

Triggers when the level of a stock is updated

Sale credit note authorised

Triggers when a credit note of a sale is authorised

Sale pack authorised

Triggers when packing of a sale is authorised

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 sale

Creates a new sale

Add contact to customer

Adds a new contact to an existing customer

Create supplier

Creates a new supplier

Add address to customer

Adds a new address to an existing customer

Create customer

Creates a new customer

Create stock adjustment

Creates a new stock adjustment

Create product

Creates a new product

Update product

Updates the details of an existing product

Update customer

Updates the details of an existing customer

Update supplier

Updates the details of a supplier

Update customer contact

Updates the details of an existing customer contact

Update customer address

Updates the details of an existing customer address

Fetch sale shipment

Fetches the details of an existing sale shipment by order number, invoice number, or credit note number.

Fetch opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch customer by name

Fetches the details of an existing customer by name

Fetch purchase by search term

Fetches the details of an existing purchase by order number, invoice number, or credit note number

Fetch product by SKU or name

Fetches the details of an existing product by its SKU or name or both

Fetch sale by search term

Fetches the details of a sale by order number, invoice number, or credit note number

Fetch supplier by name

Fetches the details of an existing supplier by name

Fetch production by search term

Fetches the details of an existing production by product code, product name, or production order number.

Create public upload link

Creates a public upload link for a folder

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

Fetch user

Fetches the details of an existing user by email address

What is Cin7 Core Inventory?

Cin7 Core Inventory is inventory management software that helps you manage your inventory, purchases, sales, suppliers, and customers in one easy-to-use system.

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

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.

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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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Neville Mader

Director, Perth Security Services

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Technical Engineer, Master Liveaboards

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