Citrix ShareFile + Helpwise Integration

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Create Your Own Citrix ShareFile & Helpwise 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 when a new file is added
New client is created in Citrix ShareFile
Triggers the automation when a new client is added
Tag is applied in conversation in Helpwise
Triggers the automation when a tag is added
Instant
Conversation is created in Helpwise
Triggers the automation when a new conversation is created
Instant
Conversation is assigned in Helpwise
Triggers the automation when someone is assigned to a conversation
Instant
Note is added in conversation in Helpwise
Triggers the automation when a new note is added to any conversation
Instant
Conversation is re-opened in Helpwise
Triggers the automation when a closed conversation is re-opened
Instant
Conversation is closed in Helpwise
Triggers the automation when any conversation is marked as completed
Instant
Conversation is deleted in Helpwise
Triggers the automation when any conversation is removed from the system
Instant
Reply from customer in Helpwise
Triggers the automation when a customer replies
Instant
Reply from agent in Helpwise
Triggers the automation when an agent replies
Instant

Upload file in Citrix ShareFile
Uploads a file to the particular location
Create folder in Citrix ShareFile
Creates a new folder in the designated location
Create client user in Citrix ShareFile
Generates a new client user account
Add URL in Citrix ShareFile
Adds a url
Get all folders in Citrix ShareFile
Retrieves a list of all folders
Add note in Citrix ShareFile
Adds a note to the selected item
Send email in Helpwise
Sends an email to a recipient
Send WhatsApp message in Helpwise
Sends a message via whatsapp
Add comment in Helpwise
Adds a comment to a record
Search thread in Helpwise
Searches for a thread
Search thread by ID in Helpwise
Searches for a thread by id
Send SMS in Helpwise
Sends a text message to particular recipients
Search contacts in Helpwise
Finds and retrieves contact information

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You Can Also Connect Citrix ShareFile or Helpwise 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

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

See Helpwise Integrations