FileInvite Integrations

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Connect FileInvite to 4000+ apps

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Trello

Project Management

Pipedrive

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Gmail

Email, Google

Salesforce

CRM (Customer Relationship Management)

Mercury Connect

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

Trello

Project Management

Pipedrive

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Gmail

Email, Google

Trello

Project Management

Pipedrive

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

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Popular ways to use FileInvite workflows

Add new Google Contacts to FileInvite
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Google Contacts + FileInvite
More details
When this happens
Step 1: New or Updated Contact
Then do this
Step 2: Create Person
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Add new Google Contacts to FileInvite
Add new Google Contacts to FileInvite
Google Contacts + FileInvite
Add new Xero contacts to FileInvite
Premium
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Xero + FileInvite
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Person
See Zap details Try it
Add new Xero contacts to FileInvite
Premium
Add new Xero contacts to FileInvite
Xero + FileInvite
Create FileInvite contact persons from new Pipedrive persons
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Pipedrive + FileInvite
More details
When this happens
Step 1: New Person
Then do this
Step 2: Create Person
See Zap details Try it
Create FileInvite contact persons from new Pipedrive persons
Create FileInvite contact persons from new Pipedrive persons
Pipedrive + FileInvite
Add new OnePageCRM contacts to FileInvite
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OnePageCRM + FileInvite
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Person
See Zap details Try it
Add new OnePageCRM contacts to FileInvite
Add new OnePageCRM contacts to FileInvite
OnePageCRM + FileInvite
Add new PipelineDeals persons to FileInvite
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Pipeline CRM + FileInvite
More details
When this happens
Step 1: New Person
Then do this
Step 2: Create Person
See Zap details Try it
Add new PipelineDeals persons to FileInvite
Add new PipelineDeals persons to FileInvite
Pipeline CRM + FileInvite
Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage
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Pipedrive + FileInvite
More details
When this happens
Step 1: Deal Matching Filter
Then do this
Step 2: Create Invite
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Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage
Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage
Pipedrive + FileInvite
Send a FileInvite invite when a PipelineDeals deal moves
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Pipeline CRM + FileInvite
More details
When this happens
Step 1: Moved Deal
Then do this
Step 2: Create Invite
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Send a FileInvite invite when a PipelineDeals deal moves
Send a FileInvite invite when a PipelineDeals deal moves
Pipeline CRM + FileInvite
Send a FileInvite invite for OnePageCRM next actions
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OnePageCRM + FileInvite
More details
When this happens
Step 1: New Next Action
Then do this
Step 2: Create Invite
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Send a FileInvite invite for OnePageCRM next actions
Send a FileInvite invite for OnePageCRM next actions
OnePageCRM + FileInvite

Supported triggers and actions

What does this mean?

New Person
Triggers when a new person is created.
Trigger
Instant
New Invite
Triggers when a new FileInvite is created/sent.
Trigger
Instant
Create Person
Creates a new person.
Action
Write
Create Invite
Creates a new invite for an existing person.
Action
Write

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

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Popular FileInvite Integrations