Citrix ShareFile
When this happens...
FreshBooks ClassicNew Client
Then do this...
Citrix ShareFileCreate Folder

All your new clients are going to need a place to store contracts and other files, but that doesn't mean you have to put them together yourself. Activate this integration and Zapier will create new folders on ShareFile whenever a new client is added on Freshbooks. It's an easy way to organize your clients without having to manually do so.

How This ShareFile-Freshbooks Integration Works

  1. Create a client in Freshbooks
  2. Zapier automatically creates a new folder in ShareFile

Apps Involved

  • Freshbooks
  • ShareFile

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When this happens...
then do this!
New File

Triggers when a new file is added to the chosen folder.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Client

Triggers when a new client is added.

Create Client User

Creates a ShareFile user with the given information.

New Invoice

Triggers when a new invoice is created (with line item support).

Upload File

Allows user to upload a file to the selected folder.

New Payment

Triggers when a new payment is created.

Create Project

Create a new project automatically.

New Client

Triggers when a new client is created.

Create Client

Create a new client automatically.

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Become a Zapier Integration Partner

Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.

See FreshBooks Classic Integrations

Connect Citrix ShareFile + FreshBooks Classic

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