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Citrix ShareFile
Salesforce

Create Citrix ShareFile folders from new SalesForce leads

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Every time a new lead is created in SalesForce, Make will automatically create a new folder in Citrix ShareFile.

Categories
CRM
Files & Documents

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Citrix ShareFile
Create a Folder

Creates a new folder.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Citrix ShareFile
Create a Share

Creates a new Send or Request Share.

Action
Salesforce
Delete a Record

Deletes a record.

Action
Salesforce
Download an Attachment/Document

Downloads an attachment or a document.

Action
Salesforce
Get a Record

Gets a specified record in an object.

Action
Salesforce
List Jobs

Retrieves all bulk data jobs in the organization.

Search

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