Skip to content
Loading

FileInvite + Formidable Forms

Create FileInvite people from new Formidable Forms entries

Simplify your client onboarding process with this Formidable Forms to FileInvite workflow. Whenever a new entry is submitted in Formidable Forms, a person will be created in FileInvite, allowing you to manage collected data more efficiently and streamlining your document collection process. Enhance your productivity and reduce manual efforts with this seamless integration.

Simplify your client onboarding process with this Formidable Forms to FileInvite workflow. Whenever a new entry is submitted in Formidable Forms, a person will be created in FileInvite, allowing you to manage collected data more efficiently and streamlining your document collection process. Enhance your productivity and reduce manual efforts with this seamless integration.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    FileInviteFileInvite
    Create Person

    Creates a new person.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • FormRequired

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • FileInvite triggers, actions, and 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
fileinvite logo
fileinvite logo

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
formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
Learn moreHelp

Related categories

Similar apps

Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress