About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • Automating PDF File Sharing from Salesforce to Sharefile using Zapier or Python.
Question

Automating PDF File Sharing from Salesforce to Sharefile using Zapier or Python.

  • 22 April 2023
  • 1 reply
  • 45 views
Rockster
Userlevel 1

I want to upload a PDF file that is stored in Salesforce to Sharefile, and then create a Sharefile link for the uploaded file. While I am aware that I can use the Share button in Sharefile to share the PDF, I would like to automate this process. Is there a workaround, such as using code, via Zapier or Python?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Charie
Userlevel 3
Badge +4

Hi @Rockster 

Thanks for reaching out to the Community!

To ensure we’re on the same page, do you want to pull the file from Salesforce and then upload it to Citrix Sharefile?

If so, unfortunately, Salesforce doesn’t have a trigger to pull up files. Although Citrix Sharefile has an action step, “Upload File,” there’s also no option to generate a shareable like.

Otherwise, let me know so I can check for other options.

 

Terms & Conditions