Integrate Invoice Ninja with Citrix ShareFile

Send information between Invoice Ninja and Citrix ShareFile automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Invoice Ninja and Citrix ShareFile using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Quote added

Trigger when a new quote is added

Client added

Trigger when a new client is added

Payment added

Trigger when a new payment is added

Invoice added

Trigger when a new invoice is added

File event in folder

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs in the specified folder

User event

Triggers when the selected user event (created, updated, deleted) occurs

File event

Triggers when the selected file event (uploaded, deleted, downloaded, updated) occurs

All Actions - Actions are the automated tasks

Create client

Creates a new client

Create expense

Creates a new expense

Create task

Creates a new task

Send invoice

Sends an existing invoice to a client via email

Create product

Creates a new product

Create payment

Creates a new payment

Create invoice

Creates a new invoice

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch product by key

Fetches the details of an existing product by key

Fetch expense category by ID

Fetches an existing expense category by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch expense category by name

Fetches an existing expense category by name

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch client by ID

Fetches the details of an existing client record by ID

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch client by name

Fetches the details of an existing client record by name

Create folder

Creates a new folder

Add client user

Adds a new client user

Create public upload link

Creates a public upload link for a folder

Share folder

Shares a folder with the specified user

Create top-level folder

Creates a new top-level folder

Fetch user

Fetches the details of an existing user by email address

What is Invoice Ninja?

Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.

Proposals & Invoices

What is Citrix ShareFile?

Citrix ShareFile is a file sharing and transfer tool. You can sync files, encrypt email messages, and collaborate with your team on documents.

Documents Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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