FileInvite + OnePageCRM
Send a FileInvite invite for OnePageCRM next actions
Do you need to send a FileInvite request for documents each time you've completed a certain action in OnePageCRM? Automate this process with Zapier! Set up this integration and Zapier will send a new FileInvite invite every time the Next Action you select is completed in OnePageCRM.
Do you need to send a FileInvite request for documents each time you've completed a certain action in OnePageCRM? Automate this process with Zapier! Set up this integration and Zapier will send a new FileInvite invite every time the Next Action you select is completed in OnePageCRM.
- When this happens...
- automatically do this!Create Invite
Creates a new invite for an existing person.
- Free forever for core features
- 14 day trial for premium features & apps
Contact ID
Try ItFilter by Type
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 ItContact ID
Try It
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
About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
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About OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
