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Create Citrix ShareFile folders from new Freshbooks clients

  1. When this happensStep 1: New Client

  2. Then do thisStep 2: Create 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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Connect Citrix ShareFile + FreshBooks Classic in Minutes

It's easy to connect Citrix ShareFile + FreshBooks Classic and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Client

Triggers when a new client is created.

Create Client

Create a new client automatically.

Create Estimate

Given a Client, create a new Estimate for them inside Freshbooks.

Create Invoice

Create an invoice, and optionally send it.

Create Invoice

Create an invoice, and optionally send it (with line item support).

New File

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

Create Paid Invoice

Create a new invoice and mark it as paid.

Create Expense

Creates a new expense

Create Product (Item)

Create a new product (called an Item) inside Freshbooks.

Create Project

Create a new project automatically.

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