FileInvite + Kommo

Create FileInvite persons for new Kommo leads

Effortlessly manage new leads from Kommo and streamline your onboarding process with this seamless workflow. When a new lead is added in Kommo, it instantly creates a person in FileInvite, ensuring your client information is up to date and organized. Stay ahead in your business by eliminating manual data entry and simplifying your client management process.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Person
Creates a new person.
ActionWrite

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when contact is updated.
Trigger
Instant
Try It

Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or write
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
Try It
Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element TypeRequired
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
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

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

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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By team

FileInvite + Kommo

Create FileInvite persons for new Kommo leads

New Company

New Lead

Task Deleted

Lead Status Changed

Contact Updated

Task Updated

Update Company

Update Contact

Create Lead With Contact

Create Link

Which Data Do You Want to Link?

The Data ID You Want to Link

What Do You Want to Link It To?

The Data ID You Want to Link To

Update Note

Update Task

Text of Task

Find Contact

Query

Element ID

Find Linked Data

Find Task

Deadline

Element ID

Element Type

Find or Create Contact

Query

Element ID

Find or Create Note

Element TypeRequired

Element ID

Text

Creation Data

New Person

Create Person

First NameRequired

Last NameRequired

Email AddressRequired

Phone

Address 1

Address 2

City

State

Country

Zip Code

New Contact

New Task

Lead Responsible User Changed

Company Updated

Lead Updated

Create Company

Create Contact

Create Lead

Update Lead

Create Note

Text

Creation Data

Create Task

Text of Task

Deadline

Find Company

Query

Element ID

Find Lead

Query

Element ID

Find Note

Element TypeRequired

Element ID

Find or Create Company

Query

Element ID

Find or Create Lead

Query

Element ID