How to connect Formsite + FileInvite
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- New Form ResultTriggers when a user submits a new form result.Trigger
- New PersonTriggers when a new person is created.Trigger
- New InviteTriggers when a new FileInvite is created/sent.Trigger
- Create PersonCreates a new person.Action
- Create InviteCreates a new invite for an existing person.Action
- Step 1: Authenticate Formsite and FileInvite.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.