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Create Citrix ShareFile folders from new Quickbooks online customers

  1. When this happensStep 1: New Customer

  2. Then do thisStep 2: Create 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
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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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