How to connect OffAlerts + FileInvite
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Monitor id
Choosing a monitor will trigger on all new events on that monitor.
Try ItNew Invite
Triggers when a new FileInvite is created/sent.
Try ItFileinvite 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.
New Person
Triggers when a new person is created.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Phone
Address 1
Please Note: If any of the address fields are filled, this field is marked as required.Address 2
City
State
Country
2 letter ISO code for the country. Defaults to United States if entered code is or invalid not provided.
Zip Code
How OffAlerts + FileInvite Integrations Work
- Step 1: Authenticate OffAlerts 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.
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