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FileInvite + Pipedrive

FileInvite + Pipedrive

FileInvite + Pipedrive integrations

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

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.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Invite
    Create Invite
    Create InviteCreates a new invite for an existing person.
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More things you can do with Pipedrive and FileInvite

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
Related categories
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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