Send a FileInvite invite when a PipelineDeals deal moves
When this happensStep 1: Moved Deal
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
- A new deal move happens in PipelineDeals
- Zapier creates a new FileInvite invite