QuickBooks Online
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?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Payment

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

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

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

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

New Account

Triggered when you add a new account.

Create Client User

Creates a ShareFile user with the given information.

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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.

Learn More

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!

See Citrix ShareFile Integrations