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Add new OnePageCRM contacts to FileInvite

  1. When this happensStep 1: New Contact

  2. 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

  1. A new contact was added in OnePageCRM
  2. Zapier create a new FileInvite contact person

Apps involved

  • OnePageCRM
  • FileInvite
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Connect FileInvite + OnePageCRM in Minutes

It's easy to connect FileInvite + OnePageCRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Person

Triggers when a new person is created.

New Contact

Triggers when a new contact is created.

New Next Action

Triggers when a new next action is set.

Create Note

Adds a new Note for previously found contact, using Contact ID from Search Contact action.

Create Person

Creates a new person.

New Invite

Triggers when a new FileInvite is created/sent.

New Won Deal

Triggers when a deal is won.

New Pending Deal

Triggers when a new pending deal is created.

Create Contact

Creates a new contact in OnePageCRM.

Create Invite

Creates a new invite for an existing person.

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