An automated workflow using integromat
Connects QuickBooks Online + Citrix ShareFile
Create Citrix ShareFile folders for new QuickBooks customers
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Citrix ShareFile
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
QuickBooks Online and Citrix ShareFile can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Event in QuickBooks Online
Triggers when a new event is created.
Then these actions happen in Citrix ShareFile and Citrix ShareFile
Get a Customer in QuickBooks Online
Returns info about a customer.
Create a Folder in Citrix ShareFile
Creates a new folder.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Citrix ShareFile folders for new QuickBooks customers.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Citrix ShareFile to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect QuickBooks Online to Make.com.
Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Citrix ShareFile to Make.com.
Give Make.com access to your Citrix ShareFile account, using Citrix ShareFile credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for QuickBooks Online
Choose this action: Get a Customer (Returns info about a customer.).
Then set up another Action for Citrix ShareFile
Choose this action: Create a Folder (Creates a new folder.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and Citrix ShareFile.
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 Citrix ShareFile folders for new QuickBooks customers!
Related Automation Templates
Supported triggers and actions
New customer
Triggered when you add a new customer.
triggerbyzapierautomateiopabbly-connectalbatoNew invoice
Triggered when you add a new invoice.
triggerbyzapierautomateiopabbly-connectalbatoNew payment
Triggered when a payment is received (with line item support).
triggerbyzapierautomateiopabbly-connectalbatoNew event
Triggers when a new event is created.
triggerbyintegromatNew estimate
Triggered when you add a new estimate.
triggerbyzapierautomateiopabbly-connectalbatoNew sales receipt
Triggered when a new sales receipt is added (with line item support).
triggerbyzapierautomateiopabbly-connectalbato
Upload file
Allows user to upload a file to the selected folder.
actionbyzapierintegratelyCreate folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
actionbyzapierintegratelyCreate client user
Creates a ShareFile user with the given information.
actionbyzapierintegratelyCreate a folder
Creates a new folder.
actionbyintegromatUpload a file
Uploads a file.
actionbyintegromatAdd link
Adds a link in the chosen folder.
actionbyzapier
Apps you need
QuickBooks Online alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
