Create integrations between FileInvite and Redtail CRM to automate any workflow
Create your first workflow
Quickly automate workflows with FileInvite and Redtail CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 ItFirst NameRequired
Last NameRequired
Email AddressRequired
Phone
Address 1
Address 2
City
State
Country
Zip Code
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try It
New Invite
Triggers when a new FileInvite is created/sent.
Try ItFileinvite TemplateRequired
Contact EmailRequired
Due Date OffsetRequired
Invite StatusRequired
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try It