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FileInvite + Pipedrive

Create FileInvite contact persons from new Pipedrive persons

Using Pipedrive to manage sales processes and FileInvite to request documentation? This Zapier integration will automate your workflow. After you will set up this integration, Zapier will create a new FileInvite contact person each time a person is added to Pipedrive.

Using Pipedrive to manage sales processes and FileInvite to request documentation? This Zapier integration will automate your workflow. After you will set up this integration, Zapier will create a new FileInvite contact person each time a person is added to Pipedrive.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  2. automatically do this!
    FileInviteFileInvite
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

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

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
fileinvite logo
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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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