FileInvite + Kommo

FileInvite + Kommo integrations

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 LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create PersonCreates a new person.
ActionWrite

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More things you can do with Kommo and FileInvite

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

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
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Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
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Contact Updated
Triggers when contact is updated.
Trigger
Instant
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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 Item
  Required
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element Type
  Required
- Element ID
- Text
- Creation Data
Action
Search or write
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

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
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Company Updated
Triggers when company is updated.
Trigger
Instant
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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 Type
  Required
- 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 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 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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create FileInvite persons for new Kommo contacts

Create invites in FileInvite for new contacts in Kommo