FileInvite Integrations

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

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

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

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

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