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Customize your Citrix Sharefile and FreshBooks integration with the following triggers and actions.

Triggers

When this happens…

Citrix Sharefile
  • New event Real-time
    New event in Citrix ShareFile
  • New item
    New Item in Citrix ShareFile
  • Any other trigger you can think up

FreshBooks
  • New/updated client
    New/updated client in FreshBooks
  • New/updated estimate
    New/updated estimate in FreshBooks
  • New/updated invoice
    New/updated invoice in FreshBooks
  • New/updated payment
    New/updated payment in FreshBooks
  • Any other trigger you can think up

Actions

Do this…

Citrix Sharefile
  • Create record
    Create record in Citrix ShareFile
  • Custom action
    Custom action in Citrix ShareFile
  • Delete record
    Delete record in Citrix ShareFile
  • Download item content
    Download item content in Citrix ShareFile
  • Download multiple items
    Download multiple items in Citrix ShareFile
  • Get record details by ID
    Get record in Citrix ShareFile
  • Run report
    Run Report in Citrix ShareFile
  • Search records
    Search records in Citrix ShareFile
  • Update record
    Update record in Citrix ShareFile
  • Upload item
    Upload item in Citrix ShareFile
  • Any other action you can think up

FreshBooks
  • Add line item to invoice
    Add line item to invoice in FreshBooks
  • Create client
    Create client in FreshBooks
  • Create expense
    Create an expense in FreshBooks
  • Create invoice
    Create invoice in FreshBooks
  • Create item
    Create item in FreshBooks
  • Get client details by ID
    Get client details in FreshBooks
  • Get item details by ID
    Get item details in FreshBooks
  • Search staff members
    Search for staff member in FreshBooks
  • Make payment
    Make payment in FreshBooks
  • Search a client by email/username
    Search a client by email/username in FreshBooks
  • Update client
    Update client in FreshBooks
  • Any other action you can think up

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