Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage
When this happensStep 1: Deal Matching Filter
Then do thisStep 2: Create Invite
Whenever a Pipedrive deal reaches a certain pipeline stage, you can start collecting related documents using FileInvite. This Zapier integration will automate this process for you. Once you set-up this integration, Zapier will generate a new documents request invite in FileInvite corresponding to each deal that enters a specific Pipedrive pipeline stage.
How this Pipedrive-Fileinvite integration works
- A deal reaches a specific Pipedrive pipeline stage
- Zapier generates a new FileInvite