File and Document Management
Citrix ShareFile
10 min
sharefile is a secure file sharing and cloud storage platform for businesses, enabling users to send, receive, and manage documents integrating sharefile with make com lets users automate file transfers, notifications, and document workflows across their business applications this is ai generated content based on official citrix sharefile documentation the content may contain mistakes 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/ for subscription, refer to the 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 obtain your oauth2 credentials in your citrix sharefile account create the connection in make obtain your oauth2 credentials in your citrix sharefile account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your citrix sharefile account to obtain your oauth2 credentials navigate to the api key generator form after logging in enter the callback uri https //www integromat com/oauth/cb/sharefile click the generate button to create new credentials copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //api sharefile com/gettingstarted/postman 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 account 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 location create a share creates a new send or request share action, allowing you to either send files or request files from others send an email sends an email to the selected list of recipients, including a link to the specified items upload a file uploads a specified file to your chosen 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/rest/ https //www make com/en/integrations/sharefile