Integrate Citrix ShareFile with noCRM.io
Send information between Citrix ShareFile and noCRM.io automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Citrix ShareFile and noCRM.io 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
User event
Triggers when the selected user event (created, updated, deleted) occurs
File event
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs
Updated lead step
Triggers when a lead is updated to the selected step
Updated lead status
Triggers when a lead is updated to the selected status
Lead deleted
Triggers when a lead is deleted
Manual trigger
Triggers according to the conditions set up manually in noCRM.io
New unassigned lead
Triggers when a lead is created and unassigned
Updated lead content
Triggers when the content of a lead is updated
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Add client user
Adds a new client user
Create public upload link
Creates a public upload link for a folder
Share folder
Shares a folder with the specified user
Create top-level folder
Creates a new top-level folder
Fetch user
Fetches the details of an existing user by email address
Add comment
Adds a new comment to the specified lead
Add amount and probability
Adds the amount and probability details for a lead
Create row
Create a new row for the specified prospect
Create lead
Creates a new lead
Add tags
Adds tags to the specified lead
Update lead status
Updates the status of the specified lead
Update lead step
Updates the step of the specified lead
Fetch lead
Fetches a lead by email
Fetch prospecting list
Fetches a prospecting list by title
What is Citrix ShareFile?
Similar apps
What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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