FileInvite + Formidable Forms integrations
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.
- When this happens...New EntryTriggers when a new form is submitted.
- automatically do this!Create PersonCreates a new person.
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More things you can do with Formidable Forms and FileInvite
Discover other triggers and actions you can use with Formidable Forms and FileInvite
- FormRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Invite
Triggers when a new FileInvite is created/sent.
Try ItTriggerInstant - Fileinvite TemplateRequired
- Contact EmailRequired
- Due Date OffsetRequired
- Invite StatusRequired
ActionWrite
- FormRequired
Try ItTriggerInstant- New Person
Triggers when a new person is created.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email AddressRequired
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
ActionWrite
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