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

The accounting for new customers is sure to bring about a series of documents, from receipts to contracts and otherwise. Stay organized by having containers created for everyone automatically. Turn on this integration and we'll monitor QuickBooks Online for you, automatically creating a folder on ShareFile for every new client you add so their digital paperwork always has a home.

How It Works

  1. Create a new customer in QuickBooks Online
  2. Zapier automatically creates a new folder in ShareFile

What You Need

  • QuickBooks Online account
  • ShareFile account
Premium
QuickBooks Online is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

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).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.