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Capsule CRM + FileInvite

Create FileInvite invites for new or updated Capsule CRM opportunities

Effortlessly keep your Capsule CRM opportunities and FileInvite invites in sync with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an invite is created in FileInvite, ensuring a timely invitation process for all your potential clients. Save time and maintain a seamless connection between your CRM and client onboarding platforms with this easy-to-use automation.

Effortlessly keep your Capsule CRM opportunities and FileInvite invites in sync with this efficient workflow. Whenever a new or updated opportunity arises in Capsule CRM, an invite is created in FileInvite, ensuring a timely invitation process for all your potential clients. Save time and maintain a seamless connection between your CRM and client onboarding platforms with this easy-to-use automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    FileInviteFileInvite
    Create Invite

    Creates a new invite for an existing person.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write

    • Entity TypeRequired

    Action
    Write

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • NoteRequired

    Action
    Write

    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

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