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FileInvite + Vtiger CRM Integrations

How to connect FileInvite + Vtiger CRM

Zapier lets you send info between FileInvite and Vtiger CRM automatically—no code required.

When this happens...
FileInviteFileInvite
New Invite

Triggers when a new FileInvite is created/sent.

automatically do this!
Vtiger CRMVtiger CRM
Create Case

Creates a new Case.

Supported triggers and actions

What does this mean?

How FileInvite + Vtiger CRM Integrations Work

  1. Step 1: Authenticate FileInvite + Vtiger CRM.
    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.
Connect 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.

Related categories

  • Documents
vtiger logo
vtiger logo
vtiger logo

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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