Add new OnePageCRM contacts to FileInvite
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.
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.
- When this happens...
- automatically do this!Create Person
Creates a new person.
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Contact ID
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Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
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Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It