Connect Egnyte and PEX to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Egnyte with PEX - no code necessary. See how you can get setup in minutes.
Select a trigger from Egnyte
A trigger is an event that starts your Zap and runs the workflow. For example, with Egnyte, a trigger could be "New File in Folder."
Setup an action from PEX
An action is what takes place after the automation is triggered. For example, with PEX, the action could be "Fund Card."
That’s it! You just connected Egnyte to PEX
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The average user takes less than 6 minutes to set up a Zap
Connect Egnyte and PEX to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FolderRequired
Try It- Folder PathRequired
- Only when purchase is settled by the merchant?Required
- Only when purchase is reviewed and approved by admin ?Required
Try It- First NameRequired
- Last NameRequired
- PhoneRequired
- Date of birthRequired
- Email addressRequired
- Custom IdRequired
- Profile Address: Line 1Required
- Profile Address: Line 2
- Profile Address: CityRequired
- Profile Address: StateRequired
- Profile Address: ZipRequired
- Shipping Address: Line 1Required
- Shipping Address: Line 2
- Shipping Address: CityRequired
- Shipping Address: StateRequired
- Shipping Address: ZipRequired
- Shipping Address: Contact NameRequired
- Shipping PhoneRequired
- Shipping MethodRequired
- List Folders
Lists all folders in /Shared.
Try It - Folder PathRequired
- FileRequired
- File Name Override
- Cardholder Account IDRequired
- AmountRequired
- Cardholder Account IDRequired
Learn how to automate Egnyte on the Zapier blog
Learn how to automate PEX on the Zapier blog
About Egnyte
Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.
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About PEX
PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.
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