Integrate Moneybird with Citrix ShareFile
Send information between Moneybird and Citrix ShareFile automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Moneybird and Citrix ShareFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
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 contact
Creates a new contact
Send sales invoice
Sends a sales invoice to the specified email
Create document
Creates a new document
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
What is Citrix ShareFile?
Similar apps
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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Technical Engineer, Master Liveaboards
