Citrix ShareFile

The Citrix File Share modules allow you to create, update, and deliver folders and upload a file in your Citrix File Share account.

Prerequisites

  • A Citrix File Share account

In order to use Citrix File Share with Integromat, it is necessary to have a Citrix File Share account. If you do not have one, you can create a Citrix File Share account at https://www.sharefile.com/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Citrix File Share to Integromat

To connect your Citrix File Share account to Integromat, you need to obtain your Sub domain name.

1. Go to Integromat and open the Citrix File Share module's Create a connection dialog.

e5EAESuktC.gif

2. In the Connection name field, enter a name for the connection and click Continue.

You can also select Show advanced settings and enter the Client ID, and Client Secret to connect directly. See  Generating Client ID and Client Secret.

3. Enter your account subdomain. For example, if your account URL is www.xyz.sharefile.com then your subdomain is xyz. Click Continue.

citrix.png

4. Authenticate the account by entering your Email Address and Password. Click Sign In.

citrix1.png

The connection has been established.

Actions

Create a Folder

Creates a new folder.

Connection Establish a connection to your Citrix File Share account
Folder Select the parent folder where you want to create a folder.
Folder Name Enter a name for the folder.
Overwrite When selected, gives access to overwrite the folder.

Create a Share

Creates a new Send or Request Share.

Connection Establish a connection to your Citrix File Share account
Type Select the type of share you want to create:
  • Send: used to Send files and folders to the specified users.
  • Request: used to allow users to upload files to the share owner's chosen location.
Folder

Select the folder for which you want to create the share.

Items to Share

Add the items to share:

Item ID

Enter the Item ID.

Recipients

Add the recipients:

Type

Select the type by which you want to add the recipients.

User ID

Enter the User ID of the recipient

Email

Enter the email address of the recipient.

Title Enter a name for the share items.
Expiration date Enter the date on which the share items expire. Once expired, recipients cannot download the share items.
Max downloads The maximum number of times each recipient is allowed to download Share items.

Deliver Send a File Email

Sends an email to the specified list of addresses, containing a link to the specified items.

Connection Establish a connection to your Citrix File Share account.
Items to share

Add the items to share:

Item ID

Enter the Item ID. You can add multiple items.

Email Add the email address to whom you deliver send a file.
Subject Enter the subject line of the email.
Body Enter the message to include in the email.
Expires In Enter the number of days after which the access to this Share expires.
Maximum Downloads The maximum number of times each recipient can download the Share items.

Upload a File

Uploads a file.

Connection Establish a connection to your Citrix File Share account.
Folder Select the folder to which you want to upload the file.
File name Enter the file name. For example, sample.doc
File Content Enter the file data to the field or map the source of the file.
Overwrite When selected, gives access to overwrite the file with another one.
Suppress Module Output Select this option if you are experiencing any timeout error when uploading a file.

Generating Client ID and Client Secret

You can connect Citrix Share File to Integromat using your Client ID and Client Secret.

To generate a Client ID and Client Secret:

1. Go to https://api.sharefile.com/ and log into your account.

2.  Click Get an API Key.

citrix3.png

3. In the Application Name field, enter the application to which you want to connect. For example, Integromat.

In the Redirect URI field, enter the URL where the client is redirected to after successful authentication. This is optional.

If you do not want to enter Redirect URI, select the checkbox, I don't know or will not use a Redirect URI which generates a random Redirect URI.

citrix2.png

The Client ID and Client Secret successfully generates.

citrix4.png

Copy the Client ID and Client Secret to your clipboard. See Connecting Citrix File Share to Integromat to establish a connection with Integromat.

Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Ticket

Create a ticket

Contact our world-class support team and tell us what’s happening.

Create a ticket
Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.