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Add new PipelineDeals persons to FileInvite

  1. When this happensStep 1: New Person

  2. Then do thisStep 2: Create Person

Copying contact data from PipelineDeals to FileInvite can be repetitive, not to mention a huge waste of time. This Zapier template will improve your workflow. Set up this integration once, then every time a new PipelineDeals contact is created, a new contact person will be added to your FileInvite contacts.

Note: This Zapier integration will only add new PipelineDeals contacts to FileInvite; existing PipelineDeals contacts will not be imported.

How this PipelineDeals-FileInvite integration works

  1. New person is created under PipelineDeals account
  2. Zapier adds a new FileInvite contact person

Apps involved

  • PipelineDeals
  • FileInvite
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Connect FileInvite + PipelineDeals in Minutes

It's easy to connect FileInvite + PipelineDeals and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Person

Triggers when a new person is created.

Deal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.

New Deal

Triggers when a new deal is created in your PipelineDeals account.

Create Activity

Creates a new activity associated to an existing person, company or deal.

Create Company

Creates a new company in your PipelineDeals account.

New Invite

Triggers when a new FileInvite is created/sent.

Moved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

New Person

Triggers when a new person, lead, or contact is created in your PipelineDeals account.

Create Task

Creates a new calendar task in your PipelineDeals account.

Create Deal

Creates a new deal in your PipelineDeals account.

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