Citrix ShareFile
When this happens...
QuickBooks OnlineNew Customer
Then do this...
Citrix ShareFileCreate 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

Why Zapier?


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Enterprise-level security—connect mission-critical apps.

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

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 Payment

Triggered when a payment is received (with line item support).

Create Client User

Creates a ShareFile user with the given information.

New Vendor

Triggered when a new vendor is added.

Upload File

Allows user to upload a file to the selected folder.

New Estimate

Triggered when you add a new estimate.

Create Customer

Adds a new customer.

New Customer

Triggered when you add a new customer.

Create Sales Receipt

Adds a new sales receipt (with line item support).

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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!

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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