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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.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Customer

Adds a new customer.

Create Expense

Creates a new expense using check, cash, or credit card.

New File

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

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Credit Memo

Creates a new credit memo.

Create Estimate

Create a new estimate (with line item support).

Create Product/Service

Creates a new product or service.

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