Gmail
Citrix ShareFile
zapier

An automated workflow using zapier

Connects Gmail + Citrix ShareFile

Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]

About this workflow template

This automation scenario allows you to connect Gmail and Citrix ShareFile

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

Gmail and Citrix ShareFile can also be integrated using automation tools other than zapier:

Diagram

Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]
Workflow diagram: Gmail + Citrix ShareFile integration

How it works?

When this trigger fires in Gmail

Gmail

New Attachment in Gmail

Triggers when you receive a new attachment (triggers once per attachment).

Then this action happens in Citrix ShareFile

Citrix ShareFile

Upload File in Citrix ShareFile

Allows user to upload a file to the selected folder.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only].

Part I

Configure Applications

First, we need to connect Gmail and Citrix ShareFile to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail credentials.

  • Connect Citrix ShareFile to Zapier.

    Give Zapier access to your Citrix ShareFile account, using Citrix ShareFile 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 Gmail

    Set up a Trigger action for Gmail

    Choose the following trigger: New Attachment (Triggers when you receive a new attachment (triggers once per attachment).).

  • Then set up an Action for Citrix ShareFile

    Then set up an Action for Citrix ShareFile

    Choose this action: Upload File (Allows user to upload a file to the selected folder.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Gmail and Citrix ShareFile.

  • Test the workflow and turn it on for production use

    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 Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]!

Supported triggers and actions

  • Gmail

    New email

    Triggers when a new e-mail appears in the specified mailbox.

    zapierautomateio
    triggerbyzapierautomateio
  • Gmail

    New email matching search

    Triggers when you receive a new email that matches a search string you provide.

    zapier
    triggerbyzapier
  • Gmail

    New labeled email

    Triggers when you label an email.

    zapier
    triggerbyzapier
  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    zapier
    triggerbyzapier
  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

    integromat
    triggerbyintegromat
  • Gmail

    New starred email

    Triggers when you receive a new email and star it within two days.

    zapierautomateio
    triggerbyzapierautomateio
  • Citrix ShareFile

    Upload file

    Allows user to upload a file to the selected folder.

    zapierintegrately
    actionbyzapierintegrately
  • Citrix ShareFile

    Create folder

    Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

    zapierintegrately
    actionbyzapierintegrately
  • Citrix ShareFile

    Create client user

    Creates a ShareFile user with the given information.

    zapierintegrately
    actionbyzapierintegrately
  • Citrix ShareFile

    Create a folder

    Creates a new folder.

    integromat
    actionbyintegromat
  • Citrix ShareFile

    Upload a file

    Uploads a file.

    integromat
    actionbyintegromat
  • Citrix ShareFile

    Add link

    Adds a link in the chosen folder.

    zapier
    actionbyzapier

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