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
- Create a client in Freshbooks
- Zapier automatically creates a new folder in ShareFile
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Triggers when a new file is added to the chosen folder.
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Triggers when a new client is added.
Creates a ShareFile user with the given information.
Triggers when a new invoice is created (with line item support).
Allows user to upload a file to the selected folder.
Triggers when a new payment is created.
Create a new project automatically.
Triggers when a new client is created.
Create a new client automatically.