FileInvite

FileInvite Integrations

  • Create FileInvite contacts from new Zoho CRM contacts

    If you use Zoho CRM for your contact management and want to easily send FileInvites to your contacts, this is the Zap for you. When you create a new contact in Zoho CRM, Zapier will copy the contact details over to FileInvite and create a new FileInvite contact person. Then, when you need to share a file with them, they'll already be in the right address list.

    Note: This Zapier integration will only add new Zoho CRM contacts to FileInvite added after the Zap was turned on.

    How this Zoho CRM-FileInvite integration works

    1. A new contact is created in Zoho CRM
    2. Zapier adds a new FileInvite contact person

    Apps involved

    • Zoho CRM
    • FileInvite
  • Send a FileInvite invite for OnePageCRM next actions

    Do you need to send a FileInvite request for documents each time you've completed a certain action in OnePageCRM? Automate this process with Zapier! Set up this integration and Zapier will send a new FileInvite invite every time the Next Action you select is completed in OnePageCRM.

    How this OnePageCRM-FileInvite integration works

    1. A Next Action is completed in OnePageCRM
    2. Zapier creates a new invite under your FileInvite account

    Apps involved

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

    Whenever a Pipedrive deal reaches a certain pipeline stage, you can start collecting related documents using FileInvite. This Zapier integration will automate this process for you. Once you set-up this integration, Zapier will generate a new documents request invite in FileInvite corresponding to each deal that enters a specific Pipedrive pipeline stage.

    How this Pipedrive-Fileinvite integration works

    1. A deal reaches a specific Pipedrive pipeline stage
    2. Zapier generates a new FileInvite

    Apps involved

    • Pipedrive
    • Fileinvite
  • Add new OnePageCRM contacts to FileInvite

    If OnePageCRM is your preferred sales tools, and you also use FileInvite to manage your documents, this Zapier integration will be a real help! You can automatically add new contact persons in FileInvite every time you add a new OnePageCRM contact. That way, you'll have all of your contacts in FileInvite when it's time to send them your finished documents.

    Note: This integration will not import any of your existing OnePageCRM contacts. Only contacts created in OnePageCRM after this integration set up will be created on FileInvite.

    How this OnePageCRM-FileInvite integration works

    1. A new contact was added in OnePageCRM
    2. Zapier create a new FileInvite contact person

    Apps involved

    • OnePageCRM
    • FileInvite
  • Add new PipelineDeals persons to FileInvite

    Copying contact data from PipelineDeals to FileInvite can be repetitive, not to mention a huge waste of time. This Zapier template will improve your workflow. Set up this integration once, then every time a new PipelineDeals contact is created, a new contact person will be added to your FileInvite contacts.

    Note: This Zapier integration will only add new PipelineDeals contacts to FileInvite; existing PipelineDeals contacts will not be imported.

    How this PipelineDeals-FileInvite integration works

    1. New person is created under PipelineDeals account
    2. Zapier adds a new FileInvite contact person

    Apps involved

    • PipelineDeals
    • FileInvite
  • Send a FileInvite invite when a PipelineDeals deal moves

    When a deal moves in PipelineDeals you often need to send a FileInvite invite requesting more documents. Zapier can automate this task. Set up this Zap, then every time a deal moves in PipelineDeals a new FileInvite invite will be sent based on the file template you choose.

    How this PipelineDeals-FileInvite integration works

    1. A new deal move happens in PipelineDeals
    2. Zapier creates a new FileInvite invite

    Apps involved

    • PipelineDeals
    • FileInvite
  • Add new Xero contacts to FileInvite

    If you need to send FileInvite requests to your new Xero contacts, this Zapier template will make your life easier. You will only need to set up this integration once and after this, every time a new contact is created under the Xero account, a new contact person will be added to your FileInvite contacts list.

    Note: This Zapier integration will only add new Xero contacts to FileInvite; existing Xero contacts will not be imported.

    How this Xero-FileInvite integration works

    1. New contact is created under Xero account
    2. Zapier adds a new FileInvite contact person

    Apps involved

    • Xero
    • FileInvite

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FileInvite Integration Details

Launched on Zapier December 15, 2015

Zapier combines Triggers (like "New Invite") and Actions (like "Create Invite") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following FileInvite Triggers, Searches, and Actions are supported by Zapier:

New Invite

Triggers when a new FileInvite is created/sent.

New Person

Triggers when a new person is created.

Create Invite

Creates a new invite for an existing person.

Create Person

Creates a new person.

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Become a Zapier Integration Partner

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