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FileInvite + Trello Integrations

Zapier lets you send info between FileInvite and Trello automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
  • FileInvite triggers, actions, and search

    New Invite

    Triggers when a new FileInvite is created/sent.

    Trigger
    Instant
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    • Fileinvite TemplateRequired

      The Template to use when creating a new invite with this Zap. Make sure you have at least 1 Template in FIleInvite.

    • Contact EmailRequired

      Email address of the contact so send the invite to. The contact must exist in Fileinvite so use "Create Person" action first.

    • Due Date OffsetRequired

      The number of days in the future the new invite is due. For example: 7 will make the due date 1 week after the Zap is run.

    • Invite StatusRequired

      Choose what status the new invite will have. You can create a draft invite or create and send the new invite.

    Action
    Write
    • Board

      Choosing a board will trigger on all new cards on that board.

    • List

      Requires a board to be selected.

    • Filter

    Trigger
    Scheduled
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    • Board

      If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.

    • List

      Further filter activity by list. Requires a board to be selected.

    • Card

    Trigger
    Scheduled
    Try It

How to connect FileInvite + Trello

  1. Step 1: Authenticate FileInvite and Trello.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Trello Tutorials

fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

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