PerfexCRM + Citrix ShareFile Integration

Integrately lets you integrate PerfexCRM and Citrix ShareFile instantly - without any learning curve.
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Create Automation

New file is added in Citrix ShareFile
New client is created in Citrix ShareFile

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Upload file in Citrix ShareFile
Create folder in Citrix ShareFile
Create client user in Citrix ShareFile
Add URL in Citrix ShareFile
Get all folders in Citrix ShareFile
Add note in Citrix ShareFile

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Citrix ShareFile with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate PerfexCRM & Citrix ShareFile With 1100+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

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