Eliminate Generic File Sharing—Egnyte Integrates With The Apps That Matter
Industry-Specific Applications
Deep integrations for AECO, financial services, life sciences, and media services.
Application-aware workflows that understand complex file structures.
Certified Desktop Apps
Seamless connection with Microsoft 365, Google Workspace, Salesforce and enterprise systems.
Unified governance across all your content repositories.
Featured Integrations
Connect Egnyte to your favorite apps to streamline workflows and boost productivity.
All Industries
Salesforce
Access, edit, and share Egnyte content without leaving your Salesforce instance.
Microsoft 365
Access and co-edit Word, PowerPoint, and Excel files via Egnyte web, desktop, and mobile apps.
Google Workspace
Collaborate and co-edit Google Docs in real time directly from Egnyte.
DocuSign
Send documents for signature, track status, and store signed files automatically in Egnyte.
Architecture, Engineering, and Construction
Autodesk Construction Cloud
Integrate Egnyte with Autodesk Construction Cloud to build custom workflows across BIM 360, PlanGrid, and Pype.
Procore
Bridge the gap between Procore's project tools and Egnyte's secure platform.
Bluebeam
Collaborate on construction drawings and PDFs with version control.
Raken
Sync Raken daily reports and project documents directly into Egnyte.
Financial Services
Practifi
Manage client files and streamline workflows with Practifi integration.
Orion
Access client financial data securely within Egnyte.
Advyzon
Integrate with Advyzon for client management and performance reporting.
Jotform
Automatically store submitted forms and data directly in Egnyte folders.
Life Sciences
Benchling
Bring scientific data directly into Egnyte for streamlined research workflows.
ChemAxon
Integrate chemical structures with Egnyte for compliant document management.
Tetra Sciences
Connect data and analytics workflows to Egnyte for insights and control.
Science Exchange
Manage R&D projects and collaborate seamlessly via Egnyte integration.
Media and Entertainment
Workfront
Collaborate on creative projects and content in one place with Egnyte for Workfront.
Canto
Sync visual content with Egnyte, enriched by Canto tags, keywords, and metadata for faster discovery.
Boostr
Collaborate on Egnyte documents directly inside Boostr CRM to streamline sales and media planning.
Specle
Send ad proofs from Specle to Egnyte hot folders to automate review, QA, and approvals.
See Integrations In Action
Carson Group Centralizes Content Management For Stronger Collaboration And Governance
Challenge:
To keep up with new client and partner onboarding, Carson Group needs to be able to share documents efficiently and control access consistently. But without one unified file management platform, collaboration was limited and inflexible.
Solution:
After cycling through several platforms that didn’t hit the mark, Carson Group found Egnyte and, using the native integration and open API, connected it with the company’s CRM, Salesforce. “The Egnyte integration adds an Egnyte tab right on that household.
Result:
100%
Secure file sharing
for sensitive financial documents directly within Salesforce.
Robins & Morton sees huge productivity gains through the integration of Egnyte and Procore
Challenge:
Managing 160 projects across 16 states, Director of Corporate and Operational Technology, David Pratt, is always looking to reduce inefficiencies for the architects, sub-contractors, and client representatives working on projects.
Solution:
By using Egnyte’s native platform integration with Procore, project teams now have a single source of content truth, to access, share and collaborate on key project documents, simplifying the experience for users and IT administration alike.
Result:
360°
Visualization
and faster decision-making through BIM caves and VR models.
CPPI Breaks Down Data Silos and Boosts Efficiency with Egnyte and Autodesk Construction Cloud
Challenge:
Like many growing construction firms, CPPI faced significant challenges with traditional on-premises file servers and disconnected systems. Brad Buckles, VP of Technology and Innovation, noted that their initial move to the cloud was driven by the need to address disaster recovery and find better tools for collaboration.
Solution:
The search for a comprehensive solution led CPPI to Egnyte, a partnership that began in 2014. After evaluating different solutions, CPPI selected Egnyte and has been a customer ever since. Moving their data to Egnyte's cloud addressed many of their initial problems.
Result:
100%
Reduction
in manual saving, moving, or emailing of documents.
Frequently Asked Questions
Have more questions? Check out our complete FAQs in the Help Desk, or contact Sales to get the answer you're looking for.
What is an AI copilot for document collaboration?
An AI copilot is an embedded assistant that helps summarize, query, and extract insights from shared files using conversational prompts/ instructions—enabling faster teamwork.
How does an AI copilot improve document workflows?
It provides quick summaries, highlights critical action items or policy terms, and answers questions without manual review—reducing meeting time and accelerating decisions.
Can an AI copilot understand file context and content?
Yes—by analyzing document metadata, structure, and content, copilots offer context-aware responses, identify missing information, and surface relevant sections.
What file formats can AI copilots support?
Copilots typically process Word, PDF, spreadsheet, presentation formats as well as unstructured content like images and AV files delivering insights directly within the collaboration interface.
How does an AI copilot support audit and compliance tasks?
It can analyze documents for compliance-related terms, clauses, or obligations, flag issues, and provide summaries that help prepare for audits.
Can AI copilots suggest next steps or actions?
Yes—based on document analysis, copilots can suggest follow-up actions, task assignments, or content updates, effectively guiding workflow progression.
Is content within an AI copilot secure and private?
Copilots operate within governed environments with encryption, permission enforcement, and audit logs—ensuring sensitive data remains protected and traceable.