QuickBooks Online integration with Citrix ShareFile
How to Create Citrix ShareFile folders from new Quickbooks online customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Citrix ShareFile folders from new Quickbooks online customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Citrix ShareFile integrations
Citrix ShareFile actions
Nekton can use any feature that is available in Citrix ShareFile API.
Using our advanced AI, you can easily create custom automations for Citrix ShareFile.
Here are some typical actions you can do in your automated workflows.
Add Note
Adds a note in the chosen folder.
Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
Upload File
Allows user to upload a file to the selected folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
New Client
Triggers when a new client is created.
About Citrix ShareFile
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!