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Send a FileInvite invite when a PipelineDeals deal moves

  1. When this happensStep 1: Moved Deal

  2. Then do thisStep 2: Create Invite

When a deal moves in PipelineDeals you often need to send a FileInvite invite requesting more documents. Zapier can automate this task. Set up this Zap, then every time a deal moves in PipelineDeals a new FileInvite invite will be sent based on the file template you choose.

How this PipelineDeals-FileInvite integration works

  1. A new deal move happens in PipelineDeals
  2. Zapier creates a new FileInvite invite

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

InstantNew Person

Triggers when a new person is created.

InstantDeal Status Changed

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

InstantNew 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.

InstantNew Invite

Triggers when a new FileInvite is created/sent.

InstantMoved Deal

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

InstantNew 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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