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Send a FileInvite invite for OnePageCRM next actions

  1. When this happensStep 1: New Next Action

  2. Then do thisStep 2: Create Invite

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.

How this OnePageCRM-FileInvite integration works

  1. A Next Action is completed in OnePageCRM
  2. Zapier creates a new invite under your FileInvite account

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

InstantNew 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.

InstantNew 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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