Citrix ShareFile + PipelineDeals Integration

Automatically uploads a file to the particular location

Automatically creates a new folder in the designated location

Automatically generates a new client user account

Automatically adds a URL

Automatically retrieves a list of all folders

Automatically adds a note to the selected item

Automatically generates a new deal with

Automatically updates deal information based on new criteria or changes

Automatically generates a new person

Automatically updates the information of a person

Automatically generates a new company profile with given details

Automatically updates company information

Automatically find information about a company

Automatically retrieves and find a deal

Automatically creates a new task

Automatically creates a new activity with a note