FileInvite + IRIS CRM Integrations

How to connect FileInvite + IRIS CRM

Zapier lets you send info between FileInvite and IRIS CRM automatically—no code required.

When this happens...
New Invite

Triggers when a new FileInvite is created/sent.

automatically do this!
Add Note to Lead

Add note to a lead.

Supported triggers and actions

What does this mean?

How FileInvite + IRIS CRM Integrations Work

  1. Step 1: Authenticate FileInvite + IRIS CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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
iris-crm logo
iris-crm logo
iris-crm logo


IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Related categories

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