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Create Citrix ShareFile client users from QuickBooks customers

  1. When this happensStep 1: New Customer

  2. Then do thisStep 2: Create Client User

Your accounting software most like has very valuable customer data in it, information that would be useful in other apps you use. But why duplicate effort across apps? Let Zapier help you connect everything together, and eliminate the need for the manual work!

How It Works

  1. A new customer is added to QuickBooks Online
  2. Zapier creates a new client user in ShareFile

What You Need

  • QuickBooks Online account
  • ShareFile account
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Connect Citrix ShareFile + QuickBooks Online in Minutes

It's easy to connect Citrix ShareFile + QuickBooks Online 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.

New Account

Triggered when you add a new account.

New Customer

Triggered when you add a new customer.

New Expense

Triggers when a new expense is added.

New Invoice

Triggered when you add a new invoice (with line item support).

New File

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

New Bill

Triggers when a new bill is added.

New Estimate

Triggered when you add a new estimate.

New Invoice

Triggered when you add a new invoice.

New Sales Receipt

Triggered when a new sales receipt is added (with line item support).

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