Send a FileInvite invite for OnePageCRM next actions
When this happensStep 1: New Next Action
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
- A Next Action is completed in OnePageCRM
- Zapier creates a new invite under your FileInvite account