Create ShareFile folders from new Quickbooks online customers

First, we need to connect QuickBooks Online and Citrix ShareFile to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect QuickBooks Online to Zapier.

  Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.

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  Connect Citrix ShareFile to Zapier.

  Give Zapier access to your Citrix ShareFile account, using Citrix ShareFile credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for QuickBooks Online

  Choose the following trigger: New Customer (Triggers when you add a new customer.).

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  Then set up an Action for Citrix ShareFile

  Choose this action: Create Folder (Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between QuickBooks Online and Citrix ShareFile.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create ShareFile folders from new Quickbooks online customers!