FileInvite + OnePageCRM

FileInvite + OnePageCRM integrations

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.

When this happens...
TriggerPolling
automatically do this!
Create InviteCreates a new invite for an existing person.
ActionWrite

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More things you can do with OnePageCRM and FileInvite

Discover other triggers and actions you can use with OnePageCRM and FileInvite

- Contact ID
Trigger
Polling
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It

- Contact ID
  Required
- Text
  Required
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact ID
  Required
- Text
  Required
Action
Write
- Deal ID
  Required
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
  Required
- Comment
Action
Write
- Contact ID
  Required
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
  Required
- Name
  Required
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact ID
  Required
- Name
  Required
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
New Invite
Triggers when a new FileInvite is created/sent.
Trigger
Instant
Try It
- Fileinvite Template
  Required
- Contact Email
  Required
- Due Date Offset
  Required
- Invite Status
  Required
Action
Write

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

HelpHelp

Related categories

Documents

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Add new OnePageCRM contacts to FileInvite

Related Zap Templates

Add new OnePageCRM contacts to FileInvite