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.
Categories
Gmail and Citrix ShareFile can also be integrated using automation tools other than zapier:
When this trigger fires in Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Then this action happens in Citrix ShareFile
Allows user to upload a file to the selected folder.
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
First, we need to connect Gmail and Citrix ShareFile to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
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
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Upload File (Allows user to upload a file to the selected folder.).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Allows user to upload a file to the selected folder.
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Creates a ShareFile user with the given information.
Creates a new folder.
Uploads a file.
Adds a link in the chosen folder.
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