FileInvite + Pipeline CRM
Send a FileInvite invite when a Pipeline CRM deal moves
When a deal moves in Pipeline CRM 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 Pipeline CRM a new FileInvite invite will be sent based on the file template you choose.
When a deal moves in Pipeline CRM 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 Pipeline CRM a new FileInvite invite will be sent based on the file template you choose.
- When this happens...Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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- 14 day trial for premium features & apps
About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
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About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
