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Create Citrix ShareFile folders for new QuickBooks customers
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Create Citrix ShareFile folders from new Wealthbox CRM leads
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Popular integrations
QuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Proposals & Invoices, Popular, Accounting, Inventory ManagementWealthbox CRM
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events. Category : CRM
Citrix ShareFile supports following triggers and actions
All Triggers - A trigger kickstarts the flow
File event in folder
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder
File event
Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs
User event
Triggers when the selected user event (created, updated, deleted) occurs
All Actions - Action are the automated tasks
Create folder
Creates a new folder
Share folder
Shares a folder with the specified user
Create top-level folder
Creates a new top-level folder
Add client user
Adds a new client user
Create public upload link
Creates a public upload link for a folder
Fetch user
Fetches the details of an existing user by email address
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