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Create Citrix ShareFile folders for new QuickBooks customers

Create Citrix ShareFile folders for new QuickBooks customers

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Apps used in template

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Every time a new customer is created in QuickBooks, Make will automatically create a new folder in Citrix ShareFile.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

QuickBooks
Create a Bill

Creates a bill.

Action
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Create a Credit Card Payment

Creates a credit card payment.

Action
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Create a Credit Memo

Creates a credit memo.

Action
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Create a Customer

Creates a customer.

Action
QuickBooks
Create a Deposit

Creates a deposit.

Action
Citrix ShareFile
Create a Folder

Creates a new folder.

Action
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Create a Journal Entry

Creates a journal entry.

Action
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Create a Payment

Creates a payment.

Action
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Create a Purchase

Creates a purchase.

Action

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Create Citrix ShareFile folders for new QuickBooks customers | Make