FileInvite + JobNimbus

FileInvite + JobNimbus integrations

Create invites in FileInvite for new activities in JobNimbus

Effortlessly streamline your workflow between JobNimbus and FileInvite with this integration. Whenever a new activity is created in JobNimbus, an invite will be generated in FileInvite, saving you time and ensuring a seamless collaboration between the two apps. Stay organized and improve efficiency with this powerful, automated connection.

When this happens...
TriggerPolling
automatically do this!
Create InviteCreates a new invite for an existing person.
ActionWrite

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More things you can do with JobNimbus and FileInvite

Discover other triggers and actions you can use with JobNimbus and FileInvite

- Filter
  Required
Trigger
Instant
Try It
- File
  Required
- Filename
  Required
- Related Id
  Required
- Attachment Type
- Description
- External ID
Action
Write
- Id
  Required
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Display_name
  Required
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Email
  Required
Action
Search

New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
Action
Write

- Filter
  Required
Trigger
Instant
Try It
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Id
  Required
- Display_name
  Required
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
Action
Write
- Name
  Required
- Primary_contact_id
  Required
- Address_line1
  Required
- Address_line2
- City
  Required
- State_text
  Required
- Zip
  Required
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
Action
Write
- ID
  Required
Action
Search
New Invite
Triggers when a new FileInvite is created/sent.
Trigger
Instant
Try It
- Fileinvite Template
  Required
- Contact Email
  Required
- Due Date Offset
  Required
- Invite Status
  Required
Action
Write

About FileInvite

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

HelpHelp

Related categories

Documents

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create FileInvite persons for new JobNimbus activities

Related Zap Templates

Create FileInvite persons for new JobNimbus activities