FileInvite Help & Support

  • How to Get Started with FileInvite on Zapier
  • Popular Things to do with FileInvite
  • Common Problems with FileInvite on Zapier

How to Get Started with FileInvite on Zapier

How to Get Started with FileInvite on Zapier

To get started with FileInvite on Zapier, first you will need to click to connect your FileInvite account to use with your Zap.

Click to connect FileInvite

Next, you'll be asked to enter your FileInvite's API key. To locate your API Key in your FileInvite account, please follow these steps:

  1. Log into your FileInvite account
  2. Click "Settings" under the main menu
  3. Choose "Integrations" under the sub menu
  4. Click the "Settings" button under the Zapier Logo
    Zapier Settings under Integrations
  5. Click "Generate a Password"
    Click Generate a Password
  6. Copy the 3 sets of credentials API Key, AccountID and User ID making sure to keep them private.

Paste your key back into your Zapier account and then “Continue”.
FileInvite API Key

If your API key was entered correctly your FileInvite account will now be successfully connected.

FileInvite connection successfull

Popular Things to do with FileInvite

  • Send a FileInvite invite for OnePageCRM next actions

    OnePageCRM + FileInvite

    Try It
  • Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage

    Pipedrive + FileInvite

  • Add new OnePageCRM contacts to FileInvite

    OnePageCRM + FileInvite

  • Add new PipelineDeals persons to FileInvite

    PipelineDeals + FileInvite

  • Send a FileInvite invite when a PipelineDeals deal moves

    PipelineDeals + FileInvite

  • Add new Google Contacts to FileInvite

    Google Contacts + FileInvite

Common Problems with FileInvite on Zapier

We don’t have any common problems documented yet, but feel free to contact us so we can help you personally!

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