Citrix ShareFile + Finmo Integration

Integrately lets you integrate Citrix ShareFile and Finmo instantly - without any learning curve.

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Create Your Own Citrix ShareFile & Finmo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New file is added in Citrix ShareFile
Triggers the automation whenever a new file is added
New client is created in Citrix ShareFile
Triggers the automation whenever a new client is added
New deal is created in Finmo
Triggers the automation whenever a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation whenever a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation whenever a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation whenever the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation whenever a borrower submits an application
Instant

Upload file in Citrix ShareFile
Automatically uploads a file to the particular location
Create folder in Citrix ShareFile
Automatically creates a new folder in the designated location
Create client user in Citrix ShareFile
Automatically generates a new client user account
Add URL in Citrix ShareFile
Automatically adds a URL
Get all folders in Citrix ShareFile
Automatically retrieves a list of all folders
Add note in Citrix ShareFile
Automatically adds a note to the selected item

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750 Tasks

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Integrate Citrix ShareFile & Finmo In 1 Click
And Save Time & Money Both

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You Can Also Connect Citrix ShareFile or Finmo With 1200+ Other Apps

Citrix ShareFile is a cloud-based file sharing and sync platform that lets you easily manage files, share documents, and access them from all your devices. It offers enterprise mobility with complete control over company data.

See Citrix ShareFile Integrations

Finmo is an online platform that helps both home buyers and sellers with the mortgage process. It also includes a number of additional ancillary services such as realtor, broker and property manager finder.

See Finmo Integrations