Integrate Egnyte with PEX to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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."
A trigger is the event that kicks off your automated workflow.

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."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Egnyte to PEX

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Egnyte to PEX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Egnyte and PEX to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • Folder
      Required
    Trigger
    Scheduled
    Try It
    • Folder Path
      Required
    Action
    Write
    • Only when purchase is settled by the merchant?
      Required
    • Only when purchase is reviewed and approved by admin ?
      Required
    Trigger
    Scheduled
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Phone
      Required
    • Date of birth
      Required
    • Email address
      Required
    • Custom Id
      Required
    • Profile Address: Line 1
      Required
    • Profile Address: Line 2
    • Profile Address: City
      Required
    • Profile Address: State
      Required
    • Profile Address: Zip
      Required
    • Shipping Address: Line 1
      Required
    • Shipping Address: Line 2
    • Shipping Address: City
      Required
    • Shipping Address: State
      Required
    • Shipping Address: Zip
      Required
    • Shipping Address: Contact Name
      Required
    • Shipping Phone
      Required
    • Shipping Method
      Required
    Action
    Write
  • Egnyte triggers, actions, and search
    List Folders

    Lists all folders in /Shared.

    Trigger
    Scheduled
    Try It
    • Folder Path
      Required
    • File
      Required
    • File Name Override
    Action
    Write
    • Cardholder Account ID
      Required
    • Amount
      Required
    Action
    Write
    • Cardholder Account ID
      Required
    Action
    Write
egnyte logo
egnyte logo
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.
Learn moreHelp
Related categories
  • File Management & Storage
pex logo
pex logo
About PEX
PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.
Help
Related categories
  • Payment Processing

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