An automated workflow using zapier
Connects Citrix ShareFile + SMS
Send SMS Messages for new ShareFile files
About this workflow template
This automation scenario allows you to connect Citrix ShareFile and SMS
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Citrix ShareFile
New File in Citrix ShareFile
Triggers when a new file is added to the chosen folder.
Then this action happens in SMS
Send SMS in SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send SMS Messages for new ShareFile files.
Part I
Configure Applications
First, we need to connect Citrix ShareFile and SMS to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Citrix ShareFile to Zapier.
Give Zapier access to your Citrix ShareFile account, using Citrix ShareFile credentials.
Connect SMS to Zapier.
Give Zapier access to your SMS account, using SMS credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Citrix ShareFile
Choose the following trigger: New File (Triggers when a new file is added to the chosen folder.).
Then set up an Action for SMS
Choose this action: Send SMS (Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Citrix ShareFile and SMS.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send SMS Messages for new ShareFile files!
Related Automation Templates
Supported triggers and actions
New file
Triggers when a new file is added to the chosen folder.
triggerbyzapierNew client
Triggers when a new client is created.
triggerbyzapierList folders
Generates a list of items available to account.
triggerbyzapierFolder for item
Used to select a folder to choose items from. Necessary to prevent conflicts with list folder where folder and item are needed.
triggerbyzapierHome folder id
Gets Home Folder ID for use in dropdowns.
triggerbyzapierList item
List items in the home folder.
triggerbyzapier
Send sms
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
actionbyzapierautomateiopipedreamSend me an sms
This Action will send an SMS to your mobile phone.
actionbyiftttCall phone
Make a phone call to a number. Notice that a successful action means that the call has been queued, not completed. (Deprecated, no longer available for new customers)
actionbyzapierSend sms (legacy)
Send an SMS to a number.
actionbyzapierSend ifttt an sms tagged
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
triggerbyiftttSend ifttt any sms
This Trigger fires every time you send any SMS to your IFTTT phone number.
triggerbyifttt
Apps you need
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