Circle + FileInvite

Create invites in FileInvite for new members added in Circle

Effortlessly streamline your onboarding process with this Circle to FileInvite automation. Whenever a new member is added in Circle, a FileInvite will be created, making it simple to gather necessary documents and information from them. Save time and ensure a seamless experience with this efficient workflow.

When this happens...
New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerScheduled
automatically do this!
Create Invite
Creates a new invite for an existing person.
ActionWrite

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Supported triggers and actions

What does this mean?

- Community
Trigger
Scheduled
Try It
- CommunityRequired
- Space
- Topic
Trigger
Scheduled
Try It
- CommunityRequired
Trigger
Scheduled
Try It
- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
- EventRequired
Trigger
Scheduled
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- CommunityRequired
- Space
Trigger
Scheduled
Try It

- CommunityRequired
- Course Space
- Section
- Lesson
Trigger
Scheduled
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- Community
Trigger
Scheduled
Try It
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- CommunityRequired
- SpaceRequired
- NameRequired
- Description
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
Action
Write
- EmailRequired
- Password
- Name
- CommunityRequired
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- EmailRequired
Action
Write
- CommunityRequired
- User EmailRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- Member TagRequired
- User EmailRequired
Action
Write
- CommunityRequired
- Member TagRequired
- EmailRequired
Action
Write
- CommunityRequired
- Member IDRequired
- Name
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- Member EmailRequired
- Member TagRequired
- CommunityRequired
Action
Search
- Member EmailRequired
- Space GroupRequired
- CommunityRequired
Action
Search
New Invite
Triggers when a new FileInvite is created/sent.
Trigger
Instant
Try It
- Fileinvite TemplateRequired
- Contact EmailRequired
- Due Date OffsetRequired
- Invite StatusRequired
Action
Write

- Community
Trigger
Scheduled
Try It
New Community
Triggers when a new community is created by the user.
Trigger
Scheduled
Try It
- CommunityRequired
Trigger
Scheduled
Try It
- CommunityRequired
Trigger
Scheduled
Try It
- CommunityRequired
Trigger
Scheduled
Try It
- Community
Trigger
Scheduled
Try It
- CommunityRequired
- Course Space
Trigger
Scheduled
Try It
- CommunityRequired
- Course Space
- Section
Trigger
Scheduled
Try It
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
Action
Write
- CommunityRequired
- Course SpaceRequired
- NameRequired
Action
Write
- CommunityRequired
- SpaceRequired
- Topic Name
- Topic Description
- Pin to top
- Comments Enabled
- Liking Enabled
- User Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- OpenGraph Title
- OpenGraph Description
- Skip Notifications
Action
Write
- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EventRequired
- Name
- body
- Custom Slug
- Start DateTime
- Duration
- Location Type
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
Action
Write
- Community IdRequired
- EmailRequired
Action
Search
- Member EmailRequired
- SpaceRequired
- CommunityRequired
Action
Search
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
Action
Write

About Circle

A modern community platform for creators.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About FileInvite

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

Related categories

Documents

PRODUCTS

CAPABILITIES

By team

Circle + FileInvite

Create invites in FileInvite for new members added in Circle

Member Removed

Community

New Comment Posted

Space

Topic

New Member Active Subscription

CommunityRequired

New Member Paid Charge

CommunityRequired

New Member Refunded Charge

CommunityRequired

New Event RSVP

CommunityRequired

EventRequired

New Post

CommunityRequired

Space

Member Completed Course Lesson

CommunityRequired

Course Space

Section

Lesson

New Member Added

Community

Add Member to Space

CommunityRequired

SpaceRequired

EmailRequired

Create Course Lesson

CommunityRequired

Course Space

SectionRequired

NameRequired

Status

Body (HTML)

Comments Enabled

Featured Media Enabled

Featured Media Download Enabled

Create Event

CommunityRequired

SpaceRequired

NameRequired

Description

Custom Slug

Start DateTimeRequired

DurationRequired

Location typeRequired

Virtual Location URL (Optional)

In Person Location (Optional)

Hide Location from Non-attendees

Disable RSVPs

Send Email Reminder

Send In-App Notification Reminder

Send Email Confirmation

Send In-App Notification Confirmation

Enable Custom Thank You Message

Confirmation Message Title

Confirmation Message Description

Confirmation Message Button Title

Confirmation Message Button Link

Meta Title

Meta Description

Opengraph Title

Opengraph Description

Opengraph Image

Hide Meta Info

Disable likes

Disable comments

Hide Attendees

Hide from featured areas

Invite Member

EmailRequired

Password

Name

CommunityRequired