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Start with a template that brings FileInvite and Pipeline CRM together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate FileInvite with Pipeline CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Person" from FileInvite.
Add your action
An action happens after the trigger—such as "Create Activity" in Pipeline CRM.
You’re connected!
Zapier seamlessly connects FileInvite and Pipeline CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Person
Triggers when a new person is created.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email AddressRequired
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
ActionWrite- Status
- Source
- Stage
Try ItTriggerInstant- New Company
Triggers when a new company is created in your PipelineDeals account.
Try ItTriggerInstant
- New Invite
Triggers when a new FileInvite is created/sent.
Try ItTriggerInstant - Fileinvite TemplateRequired
- Contact EmailRequired
- Due Date OffsetRequired
- Invite StatusRequired
ActionWrite- Stage
- Status
- Source
Try ItTriggerInstant- Status
- Source
- Stage
Try ItTriggerInstant
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