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Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage

  1. When this happensStep 1: Deal Matching Filter

  2. 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

  1. A deal reaches a specific Pipedrive pipeline stage
  2. Zapier generates a new FileInvite

Apps involved

  • Pipedrive
  • Fileinvite
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Connect FileInvite + Pipedrive in Minutes

It's easy to connect FileInvite + Pipedrive 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 Activity

Triggers when a new activity is created.

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

InstantNew Invite

Triggers when a new FileInvite is created/sent.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

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