File and Document Management
Citrix ShareFile
10 min
sharefile is a secure cloud based file sharing and storage platform designed for businesses to manage, share, and collaborate on documents integrating with make com enables automated workflows for file management, enhancing productivity and data security this is ai generated content based on official citrix sharefile documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //www sharefile com/ directly requirements to use the citrix sharefile app in make, you must have a sharefile account and an api key, https //www sharefile com/ connect citrix sharefile and {{product name}} to get started, you must first create a connection between citrix sharefile and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2,bearer token oauth2 instructions you need to request and retrieve your oauth2 credentials login to your sharefile account using your credentials navigate to the section for requesting an oauth2 key submit a request to obtain oauth2 access for your application after approval, note the generated client id and client secret provided for your application bearer token instructions you need to obtain an access token using the oauth2 authorization process log in to your sharefile account using your credentials navigate to the section for requesting oauth2 access or api keys register a new application to obtain your client id and client secret initiate the oauth2 authorization process to request authorization for your application after successful authorization, retrieve the access token provided as part of the oauth2 flow create the connection in {{product name}} https //www make com/en/register , add the citrix sharefile module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your citrix sharefile or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page citrix sharefile modules after connecting to the citrix sharefile app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a folder creates a new folder in your specified storage location create a share creates a new send or request share transaction send an email sends an email to the selected recipients, including a link to the specified items for their access upload a file uploads a specified file to the selected destination templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} citrix sharefile resources you can have access to more resources related to this app on the following links https //community make com/search?q=citrix%20sharefile https //www sharefile com/ https //api sharefile com/gettingstarted/oauth2 https //www make com/en/integrations/sharefile