Add new OnePageCRM contacts to FileInvite
When this happensStep 1: New Contact
Then do thisStep 2: Create Person
If OnePageCRM is your preferred sales tools, and you also use FileInvite to manage your documents, this Zapier integration will be a real help! You can automatically add new contact persons in FileInvite every time you add a new OnePageCRM contact. That way, you'll have all of your contacts in FileInvite when it's time to send them your finished documents.
Note: This integration will not import any of your existing OnePageCRM contacts. Only contacts created in OnePageCRM after this integration set up will be created on FileInvite.
How this OnePageCRM-FileInvite integration works
- A new contact was added in OnePageCRM
- Zapier create a new FileInvite contact person