FreshBooks integration with SmartFile
How to Create SmartFile folders from new FreshBooks clients
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 SmartFile folders from new FreshBooks clients" 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 SmartFile integrations
SmartFile actions
Nekton can use any feature that is available in SmartFile API.
Using our advanced AI, you can easily create custom automations for SmartFile.
Here are some typical actions you can do in your automated workflows.
Create Link
Creates a new public link for the path specified.
Upload File
Allows user to upload a file to the selected folder.
Create Folder
Creates a new folder in the path specified.
Create User
Creates a new user.
New File
Triggers when a file is uploaded.
New User
Triggers when a new user is created.
About SmartFile
Secure File Sharing & Transfer Solutions for Business and Enterprise